Thomas Ian Alessie
CEO and Founding Partner
Prior to founding Fundana SA, Mr. Alessie was Head of Derivative Trading Operations at United Overseas Bank in Geneva from 1986 to 1993. From 1985 to 1986 he was a commodities trader at Société Financière pour le Commerce et l’Industrie and from 1981 to 1985 Mr. Alessie was a derivatives trader at Drexel Burnham Lambert.
Michael U. Gerber, PhD
Head of Research and Partner
Dr. Gerber joined Fundana SA in 2001 and is the Head of Research at the firm. He was made a Partner in 2003. Dr. Gerber holds a Masters in Mathematics and received a Doctorate in Operations Research from the Federal Institute of Technology in Lausanne (EPFL). He received the ASRO Prize for his doctoral thesis from the Swiss Society of Operations Research.
CFO & COO and Partner
Mr. Boccard joined Fundana SA in 1994 and was made a Partner in 2003. Prior to this Mr. Boccard was responsible for the administration of derivative products at United Overseas Bank in Geneva, which he joined in 1989. Mr. Boccard holds a Federal Certificate of Capacity from the Business School of Geneva.
Head of Advisory
Mr. Kohler joined Fundana SA in August 2011 as Head of Advisory. Before joining Fundana, he worked for Lombard Odier Darier Hentsch & Cie, holding the roles of Head of Hedge Fund Advisory and Head of Funds of Hedge Funds. From 2004 until 2007, he was Global Head of Firm-wide Risk at Citadel Investment Group in Chicago. Prior to this, he was a Managing Director at Merrill Lynch in New York, holding the role of Margin & Risk Global Head. He started his career with UBS in New York, London and Zurich. Mr. Kohler holds a Masters in Economics and Finance from Warwick University and a Bachelors in Economics and Business from HEC.
Nick Morrell, FCA
Senior Analyst, Chief Risk Officer, Head of Operational Due Diligence
Mr. Morrell joined Fundana SA in 2009 to expand the risk management function. His past experience includes five years at Pricewaterhouse Coopers LLP working in both the Corporate Tax and Audit departments. Mr. Morrell is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA), and he holds a MA in Management (with Distinction) and a BSc in Cell Biology from Durham University.
Serpil Kir Pellet
Mrs. Kir Pellet joined Fundana SA in 2011 as coordinator for the activities of acquisition and marketing. Prior to joining the company, Mrs. Kir Pellet worked at Fidurhône SA, a securities dealer company based in Geneva, for 12 years. Her past experience includes working as assistant-accountant at Fidroba SA. Mrs. Kir Pellet holds a diploma in Wealth Management and Private Banking from the ISFB (Institut Supérieur de Formation Bancaire).
Joël Bressieux, PhD
Dr. Bressieux joined Fundana SA in 2013 as an Analyst focusing particularly on Quantitative Risk Analysis. Prior to joining the company Dr. Bressieux worked as a Physicist at CERN. Dr. Bressieux holds a Doctorate and a Master’s in Physics from the Federal Institute of Technology in Lausanne (EPFL).
Mrs. Garcia joined Fundana SA in 2004 to supervise the work performed by the administrators and the custodians of the products advised by Fundana SA. Prior to this, Mrs. Garcia was accountant at L’Aiglon SA. She holds a Diploma from the Business School of Geneva.
Anna Britto de Souza
Mrs. Britto de Souza joined Fundana SA in 2005 and is responsible for the databases of the research department at Fundana SA. Mrs. Britto de Souza holds a Degree in Architecture from the University Santa Ursula of Rio de Janeiro.
Accountant & Office Manager
Mrs. Simond joined Fundana SA in 2010 as Office Manager to support our CFO for duties related to the administration of the company. Prior to this, Mrs. Simond was accountant at a number of mid-sized companies in Geneva. She holds a B.T.S. in Accounting and Management.
Mrs. Celia joined Fundana SA in 2014 as Operations Assistant. Prior to joining the company, Mrs. Celia worked at Berlitz Corporation as administrative assistant. She holds a diploma and a professional baccalaureate from the Business School of Geneva.
Mr. Diwan joined Fundana in March 2017 to integrate the team of analysts. Prior to joining the company Mr. Diwan worked at Genesis Capital LLC in Los Angeles as Lead Business Strategy Analyst. Mr. Diwan holds a B.A. in Economics from the University of Richmond (VA, USA).