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CFA Society Italy - New President and New Board of Directors

09 November 2021

CFA Society Italy - New President and Board of Directors 

CFA Society Italy welcomes the new President of the Italian Society, Giuliano Palumbo, CFA.

Giuliano is responsible for the global fixed income strategies at Euromobiliare Asset Management SGR. With over fifteen years of portfolio management experience, he previously worked in Arca SGR as Head of emerging markets desk. Prior to that, he was a Quantitative Analyst at Pioneer Investments (now Amundi AM). Giuliano graduated in Economics from University of Naples and holds a Master in Economics and Finance. He was awarded with the Chartered Financial Analyst designation in 2009. He formely served as Treasurer and then as Secretary of the Board of Directors at CFA Society Italy.

 

With Giuliano Palumbo, the following new members were elected to the Board of Directors

Michela Aimar, CFA

Michela Aimar is ESG referent for CFA Society Italy since 2020. She has twenty years of financial markets experience in Italy, UK and Brazil, engaged with ESG analysis and investment since 2005. Currently, she is Sustainable Investing Officer at Fondaco sgr. Previously, she worked as portfolio manager for institutional clients and mutual funds, at financial institutions such as Intesa Sanpaolo, Barclays Capital and ABN Amro, as well as a pension fund and a multi-family office. She holds an Economics degree from the University of Turin, earned a Master's degree in Finance from London Business School and has been a CFA charterholder since 2004. 

Fabio Crosignani, CFA

Fabio is a portfolio manager and ESG analyst at EurizonCapital and he has been involved in the creation and development of the ESG proprietary score of the SGR since the very start of the project. From 2011 to 2015 he worked as portfolio manager and fund selector at Banca Passadore & Co..; he previously worked at IWBank S.p.A, where he started his career in 2008 as a trading engineering consultant and later became a risk manager in the same company. He studied mathematics at the Università degli Studi di Pavia and earned his bachelor degree with honours in 2006 and his master’s degree with honours in 2008. He is a CFA charterholder since 2017 and member of the Board of CFA Society Italy since 2021. He volunteers helping candidates and prospective candidates with many dedicated activities promoting a dynamic and collaborative network.

Gabriele Montalbetti, CFA, CIPM

Gabriele is a Director at Consultinvest SGR, where he manages fund of funds. Previously he was General Manager and partner of an independent asset manager and Vice President at JPMorgan Investment Management, where he was a fixed income and global balanced portfolio manager for private and institutional clients. Gabriele holds a degree in Electronic Engineering from the Polytechnic of Milan and an MBA from the Polytechnic Business School of Milan (MIP). He has been a volunteer for CFA Italy since 2001, where he served as board member, Treasurer and then President. He served in many CFA Institute committees, including the Education Advisory Board, the CIPM Advisory Council (also Chair), the Standards of Practice Council and the GIPS Executive Committee. He is a volunteer for the Programs administered by CFA Institute (CFA, CIPM, Investment Foundations).

Valentina Valdameri, CFA - Secretary

Valentina Valdameri is a Senior Sales Manager for the Italian market at Fidelity International. She joined Fidelity in 2021 from Legal&General Investment Management, where she held the title of Senior Business Development Manager, having joined the firm in 2019. Prior to that, she has been Business Development Manager at Legg Mason Global Asset Management and Client Service Officer at State Street Global Advisors, where she started her career in 2012. She graduated with a MSc in Business and Enterprise Law at Bocconi University in 2013. She is a CFA Charterholder since 2019.

 

CFA Society Italy Board of Directors - Since November 2021

  • Giuliano Palumbo, CFA - President
  • Matteo Riccardi, CFA, CIPM, CAIA, FDP, FRM - Vice President
  • Giancarlo Sandrin, CFA - Vice President
  • Denis Manzi, CFA, CIPM - Treasurer
  • Valentina Valdameri, CFA - Secretary
  • Michela Aimar, CFA -  Director
  • Fabio Crosignani, CFA - Dirctor
  • Andrea Dal Santo, CFA - Director
  • Gabriele Montalbetti, CFA, CIPM - Director
  • Marcella Pasi, CFA - Director
  • Giuseppe Quarto di Palo, CFA - Director

https://www.cfasi.it/en/society/BoardAndCommittees