Team

Timo Dainese

CEO
Founder / Managing Partner

• Chairman of the Management Board of Zugerberg Finanz
• Member of the Board of Trustees of the Zugerberg Vested Benefits Foundation
• Member of the Board of Trustees of the Wildspitz Vested Benefits Foundation
• Member of the Board of Trustees of the Zugerberg 3a Retirement Savings Foundation
• EUREX Investment Consultant
• Series 3 National Commodity Futures Broker

Prof. Dr. Maurice Pedergnana

Chief Economist
Managing Partner

• Chief Economist of Zugerberg Finanz
• Academic Director of the Zugerberg Client Consultant Academy
• Professor of Banking & Finance at Lucerne University of Applied Sciences and Arts – Economics
• Finance expert, Doctorate in Economics from HSG (University of St. Gallen)
• Author of numerous articles and books on economic and entrepreneurial matters and their consequences for investments

Cyrill von Burg, CFA

CIO
Member of the Management Board
Head of Portfolio Management
Partner

Dr. Alfred Künzle

Head of Risk Management
Member of the Management Board
Partner

Michel Schoch

COO
Member of the Management Board

Danijel Jankovic

Chief Technology Officer (CTO)
Member of the Management Board
Partner

Monika Marti

Office Manager
Partner

Guido Neckermann

Special Projects

Roman Leu

Head of Private Clients
Partner

Marc Röthlisberger

Relationship Manager for Private Clients

Stefanie Saliu

Key Clients Manager
Partner

Julien Klem

Key Clients Manager
Partner

Tania Mobayed

Client Advisor / Brand Ambassador

Roger Baumgartner

Finance & pension planner
Partner

Christoph Huber

Relationship Manager for Private Clients

Anita Müller

Relationship Manager for Private Clients

Neno Maric

Head of Distribution Partners
Partner

Alexandre Angelini

Senior Relationship Manager Romandie

Kabilaan Sakthi

Relationship Manager for Distribution Partners
Partner

Fabian Simic

Relationship Manager for Sales Partners

Eva Giafferi

Relationship Manager Romandie

Fawaz Azhar

Relationship Manager for Distribution Partners

Brigitte Aragi Rostetter

Head of Client Services

Nina Signer

Client Services Private Clients

Gabrijela Nozinic

Client Services Distribution Partners

Sandro Schilter

Client Services Key Clients

Mirco Friedli

Client Services Private Clients

Ilayda Pehlivan

Client Services Distribution Partners

Leo Suta

Client Services Distribution Partners

Ana Casas

Client Services Private Clients

Corinna Fabbro

Client Services Romandie

Ramona Monteiro

Client Services Private Clients

Harry Zinzalian

Client Services Romandie

Jennifer Tanner

Client Services Distribution Partners

Leana Strebel

Client Services Distribution Partners

Dr. Danilo Zanetti

Senior Research Analyst

Prof. Dr. Roger Rissi

Senior Research Analyst
Deputy Head of Risk Management

Boris Hrvat

Portfolio Management

Daniel Spiess

Deputy Head of Portfolio Management
Partner

Marc Schneider

Portfolio Management

Noah Durschei

Portfolio Management

Alvin Amstein

Portfolio Management

Timo Brun

Portfolio Management

Yanick Lüdi

Research Analyst

Alexandra Dörflinger

Head of Event Management
Partner

Maxie Fries

Deputy Head of Event Management
Partner

Ivana Lukic

Event Management

Christopher Breitenfeld

Corporate Design and Media
Partner

Eveline Bischoff

Corporate Design and Media
Partner

Lorena Herzog

Head of Marketing Communications

Jessica Rocha

Marketing Communications

Clemens Rauchenwald

Risk Manager

Marco Francesconi

Compliance

Livia Dainese

Legal

Louk Nieuwhuis

Head of Backoffice Tied Pension Assets

Kirusan Sujakaran

Deputy Head of Backoffice Tied Pension Assets

Aleksandra Rako

Head of Backoffice Private Pension Assets

Natali Kopacevic

Deputy Head of Backoffice Private Pension Assets

Aleksandra Imgrüth

Head of Document Management / Archives

Jeanne d’Arc Sankari

Backoffice Tied Pension Assets

Ivana Radojicic

Backoffice Tied Pension Assets

Sabrina von Bergen

Backoffice Private Pension Assets

Rafael Silva Teixeira

Backoffice Tied Pension Assets

Nina Jankovic

Backoffice Private Pension Assets

Kajeenan Satkunarajah

Backoffice Tied Pension Assets

Natascha Böni

Backoffice Tied Pension Assets

Bernadette Bär

Backoffice Private Pension Assets

Martin Atanasov

Backoffice Private Pension Assets

Nina Gottier

Backoffice Private Pension Assets

Markus Häfliger

Backoffice Tied Pension Assets

Pascal Honauer

Document management

Lara Kessler

Document management

Biljana Milosevic

Document management

Esra Isil

Head of Front Office
Partner

Fabienne Hefti

Front Office

Giulia Dainese

Front Office

Fabian Gloor

Software Engineering

Jan Imgrüth

Head of Project Management
Partner

André Kälin

Responsible for digital process management
Partner

Jordan Dainese

Projects & IT

Désirée Carfi

Responsible for service billing

Philipp Nufer

Quality Manager

Kearn Baggenstos

IT & Application Support Specialist

Adrienne Baumgartner

Head of Human Resources

Una Maric

HR Administrator

Marlies Bütler

Executive Assistant

Timo Dainese

CEO
Founder / Managing Partner

• Chairman of the Management Board of Zugerberg Finanz
• Member of the Board of Trustees of the Zugerberg Vested Benefits Foundation
• Member of the Board of Trustees of the Wildspitz Vested Benefits Foundation
• Member of the Board of Trustees of the Zugerberg 3a Retirement Savings Foundation
• EUREX Investment Consultant
• Series 3 National Commodity Futures Broker

Prof. Dr. Maurice Pedergnana

Chief Economist
Managing Partner

• Chief Economist of Zugerberg Finanz
• Academic Director of the Zugerberg Client Consultant Academy
• Professor of Banking & Finance at Lucerne University of Applied Sciences and Arts – Economics
• Finance expert, Doctorate in Economics from HSG (University of St. Gallen)
• Author of numerous articles and books on economic and entrepreneurial matters and their consequences for investments

Cyrill von Burg, CFA

CIO
Member of the Management Board
Head of Portfolio Management
Partner

Dr. Alfred Künzle

Head of Risk Management
Member of the Management Board
Partner

Danijel Jankovic

Chief Technology Officer (CTO)
Member of the Management Board
Partner

Monika Marti

Office Manager
Partner

Roman Leu

Head of Private Clients
Partner

Stefanie Saliu

Key Clients Manager
Partner

Julien Klem

Key Clients Manager
Partner

Roger Baumgartner

Finance & pension planner
Partner

Neno Maric

Head of Distribution Partners
Partner

Kabilaan Sakthi

Relationship Manager for Distribution Partners
Partner

Daniel Spiess

Deputy Head of Portfolio Management
Partner

Alexandra Dörflinger

Head of Event Management
Partner

Maxie Fries

Deputy Head of Event Management
Partner

Christopher Breitenfeld

Corporate Design and Media
Partner

Eveline Bischoff

Corporate Design and Media
Partner

Esra Isil

Head of Front Office
Partner

Jan Imgrüth

Head of Project Management
Partner

André Kälin

Responsible for digital process management
Partner

Timo Dainese

CEO
Founder / Managing Partner

• Chairman of the Management Board of Zugerberg Finanz
• Member of the Board of Trustees of the Zugerberg Vested Benefits Foundation
• Member of the Board of Trustees of the Wildspitz Vested Benefits Foundation
• Member of the Board of Trustees of the Zugerberg 3a Retirement Savings Foundation
• EUREX Investment Consultant
• Series 3 National Commodity Futures Broker

Prof. Dr. Maurice Pedergnana

Chief Economist
Managing Partner

• Chief Economist of Zugerberg Finanz
• Academic Director of the Zugerberg Client Consultant Academy
• Professor of Banking & Finance at Lucerne University of Applied Sciences and Arts – Economics
• Finance expert, Doctorate in Economics from HSG (University of St. Gallen)
• Author of numerous articles and books on economic and entrepreneurial matters and their consequences for investments

Cyrill von Burg, CFA

CIO
Member of the Management Board
Head of Portfolio Management
Partner

Dr. Alfred Künzle

Head of Risk Management
Member of the Management Board
Partner

Michel Schoch

COO
Member of the Management Board

Danijel Jankovic

Chief Technology Officer (CTO)
Member of the Management Board
Partner

Prof. Dr. Maurice Pedergnana

Chief Economist
Managing Partner

• Chief Economist of Zugerberg Finanz
• Academic Director of the Zugerberg Client Consultant Academy
• Professor of Banking & Finance at Lucerne University of Applied Sciences and Arts – Economics
• Finance expert, Doctorate in Economics from HSG (University of St. Gallen)
• Author of numerous articles and books on economic and entrepreneurial matters and their consequences for investments

Cyrill von Burg, CFA

CIO
Member of the Management Board
Head of Portfolio Management
Partner

Dr. Danilo Zanetti

Senior Research Analyst

Prof. Dr. Roger Rissi

Senior Research Analyst
Deputy Head of Risk Management

Prof. Dr. Maurice Pedergnana

Chief Economist
Managing Partner

• Chief Economist of Zugerberg Finanz
• Academic Director of the Zugerberg Client Consultant Academy
• Professor of Banking & Finance at Lucerne University of Applied Sciences and Arts – Economics
• Finance expert, Doctorate in Economics from HSG (University of St. Gallen)
• Author of numerous articles and books on economic and entrepreneurial matters and their consequences for investments

Dr. Danilo Zanetti

Senior Research Analyst

Cyrill von Burg, CFA

CIO
Member of the Management Board
Head of Portfolio Management
Partner

Prof. Dr. Roger Rissi

Senior Research Analyst
Deputy Head of Risk Management

Boris Hrvat

Portfolio Management

Daniel Spiess

Deputy Head of Portfolio Management
Partner

Marc Schneider

Portfolio Management

Noah Durschei

Portfolio Management

Alvin Amstein

Portfolio Management

Timo Brun

Portfolio Management

Yanick Lüdi

Research Analyst

Roman Leu

Head of Private Clients
Partner

Marc Röthlisberger

Relationship Manager for Private Clients

Stefanie Saliu

Key Clients Manager
Partner

Julien Klem

Key Clients Manager
Partner

Tania Mobayed

Client Advisor / Brand Ambassador

Roger Baumgartner

Finance & pension planner
Partner

Christoph Huber

Relationship Manager for Private Clients

Anita Müller

Relationship Manager for Private Clients

Neno Maric

Head of Distribution Partners
Partner

Alexandre Angelini

Senior Relationship Manager Romandie

Kabilaan Sakthi

Relationship Manager for Distribution Partners
Partner

Fabian Simic

Relationship Manager for Sales Partners

Eva Giafferi

Relationship Manager Romandie

Fawaz Azhar

Relationship Manager for Distribution Partners

Brigitte Aragi Rostetter

Head of Client Services

Nina Signer

Client Services Private Clients

Gabrijela Nozinic

Client Services Distribution Partners

Sandro Schilter

Client Services Key Clients

Mirco Friedli

Client Services Private Clients

Ilayda Pehlivan

Client Services Distribution Partners

Leo Suta

Client Services Distribution Partners

Ana Casas

Client Services Private Clients

Corinna Fabbro

Client Services Romandie

Ramona Monteiro

Client Services Private Clients

Harry Zinzalian

Client Services Romandie

Jennifer Tanner

Client Services Distribution Partners

Leana Strebel

Client Services Distribution Partners

Dr. Alfred Künzle

Head of Risk Management
Member of the Management Board
Partner

Prof. Dr. Roger Rissi

Senior Research Analyst
Deputy Head of Risk Management

Clemens Rauchenwald

Risk Manager

Marco Francesconi

Compliance

Livia Dainese

Legal

Michel Schoch

COO
Member of the Management Board

Danijel Jankovic

Chief Technology Officer (CTO)
Member of the Management Board
Partner

Monika Marti

Office Manager
Partner

Guido Neckermann

Special Projects

Fabian Gloor

Software Engineering

Jan Imgrüth

Head of Project Management
Partner

André Kälin

Responsible for digital process management
Partner

Jordan Dainese

Projects & IT

Désirée Carfi

Responsible for service billing

Philipp Nufer

Quality Manager

Kearn Baggenstos

IT & Application Support Specialist

Esra Isil

Head of Front Office
Partner

Fabienne Hefti

Front Office

Giulia Dainese

Front Office

Alexandra Dörflinger

Head of Event Management
Partner

Maxie Fries

Deputy Head of Event Management
Partner

Ivana Lukic

Event Management

Christopher Breitenfeld

Corporate Design and Media
Partner

Eveline Bischoff

Corporate Design and Media
Partner

Lorena Herzog

Head of Marketing Communications

Jessica Rocha

Marketing Communications

Louk Nieuwhuis

Head of Backoffice Tied Pension Assets

Kirusan Sujakaran

Deputy Head of Backoffice Tied Pension Assets

Aleksandra Rako

Head of Backoffice Private Pension Assets

Natali Kopacevic

Deputy Head of Backoffice Private Pension Assets

Aleksandra Imgrüth

Head of Document Management / Archives

Jeanne d’Arc Sankari

Backoffice Tied Pension Assets

Ivana Radojicic

Backoffice Tied Pension Assets

Sabrina von Bergen

Backoffice Private Pension Assets

Rafael Silva Teixeira

Backoffice Tied Pension Assets

Nina Jankovic

Backoffice Private Pension Assets

Kajeenan Satkunarajah

Backoffice Tied Pension Assets

Natascha Böni

Backoffice Tied Pension Assets

Bernadette Bär

Backoffice Private Pension Assets

Martin Atanasov

Backoffice Private Pension Assets

Nina Gottier

Backoffice Private Pension Assets

Markus Häfliger

Backoffice Tied Pension Assets

Pascal Honauer

Document management

Lara Kessler

Document management

Biljana Milosevic

Document management

Adrienne Baumgartner

Head of Human Resources

Una Maric

HR Administrator

Marlies Bütler

Executive Assistant