Profile

Ivana Reiss, CFA

Founder

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Profile

Professional Experiences

  • Chief Investment Officer and Member of the Executive Board of one of the largest service providers for Swiss pension funds 
  • CEO of the largest independent Investment Foundation in Switzerland
  • Member of the Board of Directors, member of various Boards of Pension Funds, Investment Foundations and Funds
  • Many years of experience in all investment categories and in-depth know-how in private equity and real estate
  • Investment advice for Pension Funds and Investment vehicles
  • Structuring, launching and marketing of investment products 
  • Sales and Customer Service development 
  • Selection and monitoring of external asset managers in all investment categories as well as external service providers (mainly fund administrator, custodian)
  • Personnel management and team development

Education and Advanced Training 

  • Swiss Board School of International Center for Corporate Governance, Board of Directors seminar, New concepts for the Board of Directors 
  • CFA Charterholder 
  • Master of Economics, Bratislava University of Economics and Business Administration