Frank Juliano
Chief Investment Strategist, member of the Executive Committee at Fonds de compensation AVS / AI / APG - compenswiss- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Geneva Area, Switzerland, CH
Languages
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Français Native or bilingual proficiency
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Italien Native or bilingual proficiency
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Anglais Full professional proficiency
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Allemand Professional working proficiency
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Credentials
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Inspirational Leadership Program
IMD Business SchoolApr, 2020- Sep, 2024 -
CAIA Charterholder
CAIA AssociationMar, 2018- Sep, 2024 -
Chartered European Financial Analyst
SFAA Swiss Financial Analysts AssociationMar, 1997- Sep, 2024
Experience
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Chief Investment Strategist, member of the Executive Committee
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Sep 2012 - Present
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Swiss Association for Responsible Investments
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Switzerland
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Non-profit Organization Management
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1 - 100 Employee
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Chairman
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Dec 2015 - Present
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Board member
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Sep 2020 - Present
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SFAA Swiss Financial Analysts Association
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Switzerland
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Financial Services
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1 - 100 Employee
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Member of the Examination Commission
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2010 - Present
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Head of Portfolio Management
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2010 - Aug 2012
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Foundation Board member of Merrill Lynch Bank (Suisse) pension fund
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2010 - Aug 2012
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Hedge Fund Portfolio Construction and Management Group
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2006 - 2010 4 years , Geneva
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Lombard Odier Group
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Switzerland
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Banking
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700 & Above Employee
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Head of third party Alternative Funds
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2003 - 2006 3 years , Geneva
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Senior Advisor Cross Asset - Equity Broker
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1999 - 2003 4 years , Geneva and Zürich
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SYZ Group
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Switzerland
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Financial Services
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100 - 200 Employee
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Head of Portfolio Management
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1998 - 19991 year
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UBS Wealth Management
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Banking
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1 - 100 Employee
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Equity Portfolio Manager - Client Relationship Manager
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1994 - 19984 years
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Education
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Université de Genève
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Université de Genève
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