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Board & Committees

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Board of Directors

president

Giuliano Palumbo, CFA

Euromobiliare Asset Management SGR

vice presidents

Matteo Riccardi, CFA, CIPM, CAIA

Banco BPM Vita SpA

Michela Aimar, CFA

Fondaco SGR

secretary

Fabio Crosignani, CFA

Eurizon Capital SGR

treasurer

Gabriele Montalbetti, CFA, CIPM

Consultinvest SGR

directors

Giorgio Bortolozzo, CFA

Arca Fondi SGR

Michelangelo Gigante, CFA

Eurizon

Marin Gueorguiev, CFA

FinecoBank

Anna Paola Marchi, CFA

Federated Hermes

Federico Pacileo, CFA

BlackRock

Giuseppe Quarto di Palo, CFA

BPER Banca Cesare Ponti

Andrea Semino, CFA

Fidelity

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. The Committee supports 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.


ESG CHAPTER

The ESG Chapter presents CFA Society Italy and CFA Institute view on ESG themes, promoting the adoption of ESG metrics for investments among the financial community. Talking about ESG also means talking about Diversity, Equity, and Inclusion (DEI) which is critical to the future of the investment management industry. An inclusive environment ensures equitable access to resources and opportunities for all. An inclusive culture that leverages diverse views will be an important element in determining a firm's success.

co-chair: Michela Aimar, CFA – Marin Gueorguiev, 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: Michelangelo Gigante, 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: Giuliano Palumbo, CFA

Membership

The Membership Committee is dedicated to nurturing a strong and engaged community of investment professionals by focusing on member recruitment, engagement, and retention, while continuously evaluating and enhancing the overall member experience. The committee embodies CFA Society Italy’s commitment to giving each member a sense of belonging, purpose, and pride. It develops and implements strategies designed not only to attract new members but also to ensure that existing ones find real value in their affiliation. The Committee also works to create impactful experiences that connect members with the Society’s mission and values, making them feel inspired, motivated, and proud to be part of a global community that represents the highest standards of professionalism and ethics in the financial industry.

chair: Fabio Crosignani, CFA

Education & Professional Learning

The Education & Professional Learning Committee plays a central role in fostering continuous education and professional growth among CFA® candidates and members. It oversees key initiatives such as the CFA Candidate Information Briefings, Mock Exams, and Scholarship Programs, while serving as a point of reference for anyone seeking guidance on educational pathways related to the CFA Institute and the CFA® charterholder designation.
Beyond supporting exam preparation, the Committee is dedicated to promoting lifelong learning and professional excellence. It actively explores new forms of professional education, identifying high-quality training programs, developing partnerships with academic and industry institutions, and designing original courses to meet the evolving needs of investment professionals.

chair: Federico Pacileo, CFA

University & Institutional Outreach

TheThe University & Institutional Outreach Committee engages with universities, academic institutions, and key financial organizations to strengthen the connection between education and the investment profession. Its mission is to foster awareness of CFA Institute’s programs, values, and research while creating opportunities for collaboration between academia, regulators, and the financial industry. The Committee manages relationships with universities across Italy, promoting the CFA® Program and coordinating our educational initiatives. Through the University Ambassador Network, its volunteers — experienced investment professionals — deliver presentations, mentorship, and guidance to students, helping them connect theoretical knowledge with real-world applications. Beyond academia, the Committee focuses on engaging also with financial institutions, reinforcing CFA Society Italy’s role as a trusted partner and thought leader within both the educational and institutional ecosystems.

co-chair: Paola Marchi, CFA - Giuseppe Quarto di Palo, CFA


Fund Management Challenge (FMC)

The CFA Society Italy Fund Management Challenge (FMC) is an innovative online portfolio management competition designed to give university students practical experience in investment management. Working in teams, students apply fundamental portfolio construction and stock selection techniques, developing both analytical and ethical decision-making skills that are essential for future finance professionals. The competition, fully created and managed by CFA Society Italy members, runs over four months and combines academic learning with real-world application. Students interact with professional portfolio managers and analysts throughout the process, culminating in a final awards ceremony and networking event with leading financial institutions. Originally launched in 2012 and recognized by the CFA Institute with the Most Innovative Initiative award, the FMC has evolved into a scalable, multilingual, and fully web-based platform, expanding its educational reach and reinforcing CFA Society Italy’s commitment to advancing investment education and professional excellence.

chair: Giorgio Bortolozzo, CFA


CFA Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.
Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions.

chair: Giuseppe Quarto di Palo, CFA

Valentina Valdameri

Valentina Valdameri is Senior Business Development Manager for the wholesale and institutional Italian market at Legal&General Investment Management (LGIM) since September 2022, having held the same role between 2019 and 2021 yet. Valentina joins LGIM after being one year at Fidelity International as Senior Sales Manager for the wholesale and institutional Italian market. 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.

https://www.linkedin.com/in/valentina-valdameri-cfa-79757557/

Giancarlo Sandrin

Giancarlo is Head of Wholesale Distribution Southern Europe for LGIM. 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. He served as President of CFA Society Italy.

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

Michela Aimar

Michela Aimar is a member of the Board of directors of CFA Society Italy and Co-chair of its Advocacy committee, with a focus on ESG themes. She has more than 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 is a CFA charterholder.

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

Fabio Crosignani

Fabio is a portfolio manager and ESG analyst at Eurizon Capital SGR 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 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.

https://www.linkedin.com/in/fabio-crosignani-cfa-64849270/

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.

https://www.linkedin.com/in/marcella-pasi-cfa-847192a/

Giuliano Palumbo

Giuliano Palumbo is President of CFA Society Italy and he 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 previously served as Treasurer and then as Secretary of the Board of Directors at CFA Society Italy.

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 Chief Investment Officer at Banca di San Marino S.p.A. (BSM), where he was formerly Head of Asset Management and Head of Financial Innovation. He is also a Board Member at Fagus Multimanager SICAV, a Luxembourg UCITS umbrella collective investment scheme. 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/

Gabriele Montalbetti

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).

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

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 Banco BPM Vita (part of Banco BPM Group) 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/

Marin Gueorguiev

Marin Gueorguiev serves as Board Member of FinecoBank and a member of the Risk and Related Parties and the Remuneration Committees. Since more than twenty years he has been providing risk management and internal control systems management consultancy services to Financial Services and Energy & Utilities companies in Italy and in Europe. Throughout his career he has gained the following significant experience: 2018-2019: Co-founder of Quantum S.r.l.; 2009-2017: Managing Director, Risk & Compliance of Protiviti; 2007-2009: Senior Manager, Finance & Risk of Oliver Wyman; 2004-2007: Director of Protiviti 1997-2004: Senior Manager, Capital Markets and Audit of Deloitte.He graduated in Economics and Business from Ca' Foscari University of Venice in 1998 and obtained the CFA designation in 2002.

https://www.linkedin.com/in/marin-gueorguiev-cfa-59814a/

Anna Paola Marchi

Anna Paola Marchi joined Federated Hermes as Distribution Director for Italy on 1st September 2023. Anna Paola has 20 years of experience in international asset management. She comes from Credit Suisse Asset Management, where she joined as Head of Wholesale Clients for Italy in 2017. Previously, since 2005 she was Sales Relationship Manager for Italian wholesale clients in the Asset Management division of J.P. Morgan, where she joined in 2000 as Portfolio Manager. Anna Paola has a Bachelor's degree in Business Administration at Bocconi University and a Master's degree in Philosophy, Policy and Social Values at the London School of Economics. Anna Paola is a CFA Charterholder.

https://www.linkedin.com/in/anna-paola-marchi-cfa-5066b27/

Giuseppe Quarto di Palo

Giuseppe is Head of Fixed Income Analysis at BPER Banca Cesare Ponti, where he leads top-down and bottom-up strategies for fixed income portfolios across divisions. Previously, he spent over two decades at Credit Suisse Asset Management as Senior Portfolio Manager of fixed income and multi asset portfolios for institutional clients and serving on global and local investment committees. He began his career at JP Morgan and contributed to academic research at Bocconi University. Giuseppe holds a Master’s degree in Economics from Bocconi University, with a specialization in Monetary and Financial Economics. A CFA Charterholder since 2004, he has been an active Board Member of CFA Society Italy since 2007.

https://www.linkedin.com/in/giuseppe-quarto-di-palo-cfa-ab19095/

Giorgio Bortolozzo

Giorgio is Head of Equity Investments at Arca Fondi SGR, where he leads the equity team and manages global, thematic, ESG, and PIR equity strategies through an integrated quantitative and fundamental approach. He has more than fifteen years of experience in portfolio management, having previously worked at Epsilon SGR. Giorgio holds a degree in Finance from Università Cattolica del Sacro Cuore in Milan. He has been a CFA Charterholder since 2014 and an active volunteer since 2015. Giorgio joined the Board of CFA Society Italy in 2025.

https://www.linkedin.com/in/giorgio-bortolozzo-cfa-caia/

Federico Pacileo

Federico is a Director at BlackRock in Italy where he is a Relationship Manager for some of the main Italian clients in the Wholesale segment. Federico started his career at BlackRock in 2014 and previous to his current role he focused on the development of bespoke solutions for clients. Federico earned a Bachelor Degree in Economics and Management from Luiss University of Rome in 2011 and a MSc in Finance from Bocconi University in 2014. He has been a CFA Charterholder since 2017 and a Board Member of CFA Society Italy since 2025.

https://www.linkedin.com/in/federico-pacileo-cfa-28555486/

Andrea Semino

Andrea is responsible for ETF and Index Fund sales at Fidelity. With over a decade of experience in investment management and sales, Andrea has worked in both Italy and Switzerland. He covered various roles client coverage and portfolio management with BlackRock, Credit Suisse/UBS and, most recently, Fidelity. Andrea has been a CFA Charterholder since 2015 and holds a Master of Science in Finance from Bocconi University. He has been a Board Member since 2025.

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

Michelangelo Gigante

Michelangelo is Head of Execution at Eurizon Capital. Previously, he was a Proprietary Trader and Market Maker for financial bonds at UniCredit AG, and before that, a total return mutual fund manager at Fideuram Asset Management Ireland. He has over twenty-five years of experience in financial markets, focusing on trading, asset allocation, strategy, tactics, and fundamental analysis. His current focus is on market microstructure, trading cost analysis (TCA), best execution, and OMS/EMS flow optimization. He has been a CFA Charterholder since 2005.

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