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. He joined the company in May 2003, initially as a financial analyst and, subsequently, after obtaining the license in 2006, as an investment advisor. A holder of the prestigious Chartered Financial Analyst (CFA) designation since 2009. 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, he took the position as an Investment Director. In January 2023, he was appointed to the Management Board of Santander TFI S.A. where he is in charge of the Investment Area.
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 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. In 2016, Adam Nowakowski joined Santander TFI, where he currently holds the Head of Equity position.
He holds a Securities Broker licence no. 2012, an Investment Advisor licence no. 664. He is entitled to use the CFA title (Chartered Financial Analyst) and The Certificate in ESG Investing.
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. He currently holds the fund manager position. In 2009 obtained the stock broker license and a year later the investment advisor license. Winner of the 2017 Alpha award for the best Polish corporate securities fund.
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 Santander TFI since July 2008. Initially employed as an analyst and subsequently, as a fund manager, currently he holds the Head of Asset Allocation position. In 2018, he won the “Golden Portfolio” award for the Santander Platinum Conservative fund (2018). He holds an investment advisor license and the prestigious CFA (Chartered Financial Analyst) certification.
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. He joined Santander TFI in 2015, currently holds the Head of Fixed Income position. He is the winner of the prestigious Alpha awards in the category of best stable growth funds (2015 and 2018) and long-term Polish government bond funds (2022).
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 2009 in the Audit Department of Grant Thornton sp. z o.o. sp. k.
He joined Santander TFI in 2011, initially as an analyst and a junior manager and currently a fund manager. He holds an investment advisor's license and the prestigious CFA (Chartered Financial Analyst) certificate.
Winner of numerous Alpha awards, including best stable growth fund (2015, 2018) and best Polish small and medium-sized company stock fund (2022, 2023).
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). He joined Santander TFI in June 2008, initially as a financial analyst and junior manager, currently holds the fund manager position. He holds an investment advisor license (since 2014) and the prestigious CFA (Chartered Financial Analyst) certificate and The Certificate in ESG Investing.
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.
She joined Santander TFI in 2015, initially as a bond market analyst, currently holds the fund manager position. Marta Stępień holds a Securities Broker license, an Investment Advisor licence and is entitled to use the CFA title (Chartered Financial Analyst) and The Certificate in ESG Investing.
