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Board & Committees

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Board of Directors

president

Giancarlo Sandrin, CFA

Legal&General Investment Management

vice presidents

Luca Pellini, CFA

IntesaSanpaolo
IMI Corporate & Investement Banking

secretary

Giuliano Palumbo, CFA

Euromobiliare Asset Management SGR

treasurer

Denis Manzi, CFA, CIPM

Banca di San Marino S.pA. & Fagus Multimanager SICAV

directors

Andrea Dal Santo, CFA

Consulting Director of Research - Banca d'Italia - New York.

Marcella Pasi, CFA

Borsa Italiana

Giuseppe Patara, CFA

Credit Suisse Investment Management

Fabrizio Petrineschi, CFA

Gefim SpA, Zambon Group

Giuseppe Quartodipalo, CFA

Credit Suisse Asset Management

Strategic committees

Advocacy

The Advocacy Committee speaks up about ethics, trust, and professional standards; supports fair and transparent financial markets and practices; and protects the interests of investors. We support societies, leaders, and other volunteers in communicating with members about advocacy initiatives, policy positions, and the Future of Finance. The Advocacy Committee reaches out to local industry groups, policymakers, media, and investors.

co-chair: Marcella Pasi, CFA and Monica Romanin, CFA

Programming

The Programming Committee helps members enhance their investment knowledge, professional practices, career development, and professional networks. The committee plans and executes approximately one to two events per month that provide opportunities for networking, professional education, career development, and/or technical training with the aim of achieving the recommended 20 continuing education credits every year. Committee members recruit thought leaders and prominent practitioners as speakers, and create and deliver events of interest to members.

chair: Matteo Riccardi, CFA

Communication

The Communication Committee enhances awareness of CFA Institute and CFA Society Italy among members, employers, regulators, and Italian financial professionals. The committee works to increase awareness of CFA Society Italy benefits and initiatives among our members, and coordinates the different communication channels (including PR agency).

chair: Giancarlo Sandrin, CFA

Membership

The Membership Committee focuses on member recruitment, engagement, and retention, and evaluates the overall member experience. The committee develops and implements strategies to recruit, engage, and retain members.

chair: Luca Pellini, CFA

Education

The Education Committee maintains communication among universities, students, and the investment community. It facilitates learning opportunities for CFA® candidates and university finance students in Italy. Its volunteers make presentations about the CFA® Program to local universities, oversee CFA candidate information briefings and mock exams and the scholarship programs, and manage the CFA Institute Research Challenge for CFA Society Italy. This committee also makes itself available to current and potential members with questions regarding education as they pertain to CFA Institute and the CFA® charterholder designation.

chair: Giuseppe Quartodipalo, CFA

Rome Committee

The Rome Committee maintains communication with stakeholders based in Rome and supervises the organization of events. It addresses the needs of local CFA charterholders to the CFA Society Italy Board, and proposes events and initiatives in Rome to the board.

Tactical committees

FMC

The FMC Committee is responsible for delivering the annual FMC, and maintaining the relationship with the university involved in the FMC (in liaison with the Education Committee) and the FMC sponsor (in liaison with the Industry Relations Committee). The final objective of the committee is to create a multinational FMC competition.

chair: Andrea dal Santo, CFA

ESG

The ESG Committee presents the CFA Society Italy and CFA Institute view on ESG themes, promoting the adoption of ESG metrics for investments among the financial community

referent: Michela Aimar, CFA

Giancarlo Sandrin

Giancarlo Sandrin is President of CFA Society Italy since 2016 and he is responsible for LGIM’s Italian Wholesale & Retail market. He joined LGIM in 2018 from BlackRock where he held the title of Head of Asset Manager Clients for iShares Italy and was responsible for developing the ETF business among the Italian wholesale market. Prior to that, he was part of HSBC investments covering the Italian wholesale market. Giancarlo graduated from Bocconi University in Economics and he is a CFA Charterholder.

https://www.linkedin.com/in/giancarlo-sandrin-cfa-9581631/

Andrea Dal Santo

Andrea Dal Santo, CFA, ARPM is Managing Director of BlueVal Group LLC, a business valuation practice in New York City, and Executive Director of Solidus Capital Group, a management consulting and corporate service firm also based in New York City. Andrea, through his firms, serves a wide range of US and foreign businesses including large financial institutions as well as SMEs. Prior to that, Andrea managed $1 billion+ in European, North American, and Emerging Market assets for Arca Sgr. As Head of Global Emerging Markets for Arca, Andrea invested in more than 20 developing countries and analyzed a wide range of securities. Before that, he was specialist portfolio manager in North American TMT for Arca. Andrea has a Master Degree in Economics with distinction from Ca’ Foscari University and has taken coursework in Fintech at the Massachusetts Institute of Technology.

https://www.linkedin.com/in/dalsanto/

Marcella Pasi

After starting her career in Eurizon Capital Sgr, Marcella joined Borsa Italiana SpA in 2010 within the Capital Markets area, part of the Membership Team. She is currently responsible for the onboarding of new clients and the implementation of new projects across all markets for the existing members.
She is also actively engaged in WIN – Women Inspired Network - of Borsa Italiana, whose aim is to facilitate inspiring talks, create networking opportunities and hold insightful events to promote inclusion and diversity culture.
Marcella became CFA charterholder in 2015 and have been a volunteer of the CFA Society Italy since then: in 2019 she has been appointed Board Member.

Giuliano Palumbo

Giuliano Palumbo is Secretary of CFA Society Italy and he is responsible for the global fixed income strategies at Euromobiliare Asset Management. He joined Credem Group in 2016 from Arca SGR where he served as lead portfolio manager, heading the emerging market desk. Prior to that, he was a quantitative analyst at Pioneer Investments in Dublin. Giuliano graduated from University of Naples in Economics and he got a Master in Finance at London School of Economics. He was awarded the Chartered Financial Analyst designation in 2009 and was soon involved by CFA Society Italy in the activities of the Society.

https://www.linkedin.com/in/giuliano-palumbo-cfa-4655111/

Denis Manzi

Denis Manzi is member of the Board and Treasurer of CFA Society Italy since 2019. He is currently the Head of Asset Management at Banca di San Marino S.p.A. (BSM), responsible for managing Multi-Asset Separately Managed Accounts. He is also a Board Member at Fagus Multimanager SICAV, a UCITS umbrella collective investment scheme. Prior to that, he was the Head of Financial Innovation as well as Proprietary Portfolio Manager Assistant at BSM. Denis graduated from University of Bologna in Computer Science in 2007, he holds the European Financial Advisor (EFA) designation since 2009, he is CFA Charterholder since 2013 and he achieved the Certificate in Investment Performance Measurement (CIPM) designation in 2018.

https://www.linkedin.com/in/denis-manzi-cfa-cipm-92759312/

Giuseppe Patara

Giuseppe Patara is Director and portfolio manager within the Multi Asset Class Solutions investment team of Credit Suisse Investment Management based in Milan. Giuseppe joined Credit Suisse in 2005 and he has been managing private and institutional portfolios since then, focussing on fund selection and asset allocation for balanced and total return products. He has also been working as portfolio manager inside the Asia Pacific investment team of Credit Suisse Investment Management in Singapore. Giuseppe holds a Master in Financial Economics with major in Quantitative Finance from Rotterdam University, and he graduated in Economics from Bocconi University in Milan. He is CFA chartholder since 2009 and member of the Board of CFA Society Italy since 2013.

https://www.linkedin.com/in/giuseppepatara/

Luca Pellini

Luca Pellini joined CFA Society Italy in 2004 and currently holds the position of Vice President of the Society Board. As Membership Chair, he volunteers in relationship with members and candidates , aiming to enhance the spirit of financial community, establishing a cohesive and lively network of professionals. Luca boasts a very long experience as a Capital Market practitioner: after working as a corporate bond trader, he joined a proprietary desk of Capital Structure arbitrage and later took the responsibility of Convertible Bond trading at BancaIMI. He holds a master degree in Finance from Bocconi, with a dissertation on market mispricing of holding companies stocks and he is a CFA Charterholder.

https://www.linkedin.com/in/luca-pellini-3527804/

Matteo Riccardi

Matteo Riccardi is member of the Board of CFA Society Italy since 2011 and Vice-President since 2017. He is Chief Investment Officer for the Italian Insurance Group Bipiemme Vita (part of the French Group Covéa) since 2017. He approached the insurance investment management sector in 2004, joining the Italian Business Unit of Zurich Insurance Group, where he worked for 13 years, serving as Chief Investment Officer for Italy from 2014 to 2017 and, before that, as Head of Securities Investment and ALM senior analyst. Prior to this experience, he worked in the Risk Management Department of Eptafund Sgr (now part of Eurizon Capital) in Milan and in Dublin for three years. Matteo graduated from Bocconi University in Finance and Financial Management Services in 1999, he is CFA Charterholder since 2004 and he has also achieved the CIPM, CAIA, FDP and FRM designations.

http://linkedin.com/in/matteo-riccardi/

Anna Gamba

Anna Gamba has a 20-year experience in the Financial sector. Since June 2016, she works as Wealth Manager for Institutional, Professionals and High Net Worth Private Clients at Olympia Wealth Management Ltd. She spent 13 years as Fund Manager, mainly on European and International Equity, first at Eurizon, then at Mediolanum Gestione Fondi SGR. In 2012, she spent a period as Consultant and Financial Advisor; from march 2013 to February 2015 she was Senior Analyst at the Advisory Company FS First Solutions.
After a Degree in Economics with 110/110 cum laude and mention, in 2003 she gained the CFA (Chartered Financial Analyst) Certification and since 2008 she is actively engaged in the CFA Society Italy Board of Directors.

https://www.linkedin.com/in/annagamba/

Matteo Lombardo

Matteo Lombardo is a Board Member and Chair of the Advocacy Committee of CFA Society Italy. Matteo is currently the Chief Credit Officer for Working Capital Associates, a trade finance specialist. He graduated from Università Bocconi with a BSc in Economics. Matteo holds a MSc Master in Finance Degree from London Business School and he is a CFA Charteholder since 2003.

https://www.linkedin.com/in/matteolombardo/

Monica Romanin

Monica Romanin is part of the CFA Society Italy Board and proud to participate also in the Advocacy Committee.
Monica joined EY Advisory in 2015, specialised in project management, focused on projects in financial services. She gained experience working for Intesa Sanpaolo Group and Crédite Agricole Group covering different roles and responsibilities as analyst, portfolio/fund manager and advisor mostly for Institutional Investors.
Monica graduated in Economics at Ca’ Foscari University (Venice) and is a CFA Charterholder.

https://www.linkedin.com/in/monica-romanin-cfa-a1b1a114a/