Adam Nowakowski, CFA
Head of Equity, Fund Manager
Adam Nowakowski is a graduate of the Poznań School of Economics (currently, the Poznań University of Economics and Business), where he completed studies at the Faculty of Management and Marketing, majoring in Capital Investments and Corporate Financial Strategies. He began working with the capital market in 2005 as an Assistant Broker, and then Broker in the Settlements Department of the Brokerage House of BZ WBK S.A. In 2008, he was appointed Junior Analyst in the same company. In September 2010, he joined BZ WBK Asset Management S.A. Initially, he was employed as a Stock Analyst, and in October 2013, he advanced to Analysis Team Manager. On 31 March 2016, Adam Nowakowski joined Santander Towarzystwo Funduszy Inwestycyjnych S.A. (previously: BZ WBK Towarzystwo Funduszy Inwestycyjnych S.A.) - investment fund company. Adam Nowakowski holds a Securities Broker licence no. 2012, an Investment Advisor licence no. 664 and is entitled to use the CFA title (Chartered Financial Analyst).
Szymon Borawski - Reks, CFA
Member of the Management Board, Investment Director
Graduate of the Poznań University of Economics, Department of Management and Marketing; Majors: capital investments and corporate finance strategies. Joined the company in May 2003, initially as a financial analyst and, subsequently, after obtaining the license in 2006, as an investment advisor. From 2009 holder of the prestigious Chartered Financial Analyst (CFA) designation. Winner of two Alfa 2015 awards for the best Polish equity fund and the best stable growth fund and two distinctions for the best Polish equity fund and the best balanced fund. In July 2016 took the position of Investment Director. In January 2023 was appointed to the Management Board of Santander TFI S.A. where he is in charge of the Investment Area.
Bartosz Dębowski, CFA
Fund Manager
Graduate of the Łódź University, Department of Finance and Banking. Major: Capital investments. His first job on the capital market was the analyst in the Brokerage Office of BGŻ S.A. (August 2007). Joined the company in June 2008, initially as a financial analyst and junior manager and currently as a fund manager. In 2014 obtained the investment advisor licence. Holder of the prestigious Chartered Financial Analyst (CFA) designation.
Marta Stępień, CFA
Junior Fund Manager
Graduate of the Wrocław University of Economics, Department of Finance and Banking; Majors: Finance Analyst and Risk Management. She began working with the capital market in 2011 as an analyst in the NWAI Brokerage House. Joined the company in January 2015, initially as a bond market analyst, currently holds the junior fund manager position. Marta Stępień holds a Securities Broker licence, an Investment Advisor licence and is entitled to use the CFA title (Chartered Financial Analyst).
Michał Hołda
Fund Manager
Graduate of the Department of Finance and Banking at the Warsaw School of Economics. He started his professional career in 2003 as an analyst in BNP Paribas Bank Polska S.A. and between 2004 and 2007 worked as a dealer in ING Bank Śląski S.A. Between 2008 and 2014, employed at BPH TFI S.A. as a fund manager, deputy director of the asset management department and risk management department director. In 2009 obtained the license of an investment adviser. Between 2014 and 2015 managed the funds in Millennium TFI S.A. In 2015 joined the company as Santander funds (previously: Arka funds) manager. Winner of the Alfa 2015 award for the best stable growth fund.
Jacek Grel, CFA
Head of Asset Allocation, Fund Manager
Graduate of the Department of Economics at the University in Opole. Majors: Business Organisation and Management. A degree in macroeconomics from the Central European University. Between 2004 and 2008 gained experience in investment banks in London (e.g. Morgan Stanley and Deutsche Bank) and in a hedging fund. Associated with the company since July 2008. Initially employed as an analyst and, subsequently, as a junior manager and fund manager. Holder of the prestigious Chartered Financial Analyst (CFA) designation.
Paweł Pisarczyk
Fund Manager
Graduate of the Management Department of the University of Economic in Cracow. Majors: Modelling and Forecasting Business Processes. Joined the company in February 2010. Initially employed as a risk management specialist and, subsequently, as a bond market analyst and junior manager. Currently holds the fund manager position. In 2009 obtained the stock broker license and a year later the investment advisor license.
Jakub Płotka, CFA
Fund Manager
Graduate of the Department of Management and Marketing of the Poznań University of Economics. Majors: Capital investments and corporate finance strategies. He started his professional career in October 2009 in the Audit Department of Grant Thornton sp. z o.o. sp. k. Joined the company in February 2011, initially as an analyst and a junior manager and currently as a fund manager. Holder of the prestigious Chartered Financial Analyst (CFA) designation. Winner of the Alfa 2015 award for the best stable growth fund.