Tomasz Kaczmarek, Cfa Email and Phone Number
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Tomasz Kaczmarek, Cfa personal email
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I am an AI and Machine Learning expert in finance, combining over 20 years of experience in the investment industry with a robust academic background. As a CFA charterholder and certified Polish Investment Advisor, I have led innovative projects in asset management, including the development of AI-driven investment products.Currently, I am developing innovative startups, including AIXON Investment Management, which specializes in AI-driven asset management, and Starfunds, an investment platform. Previously, I held various positions at Santander Brokerage House, including Head of the Analytical Team and Director of the Strategy and Development Department.In my previous roles, I have successfully managed product development roadmaps, launching multiple investment platforms and electronic trading systems. I specialize in aligning business strategies with client-centric product management, ensuring that investment products deliver consistent, long-term performance.My academic journey includes a Ph.D. in Finance from the Poznań University of Economics and Business, where I defended a dissertation on the role of machine learning in portfolio construction. I have also been recognized with prestigious awards and grants, including the Fulbright Junior Research Award.Specialties:- AI & Machine Learning in Finance- Asset Management & Robo-Advisory- Investment Advisory & Portfolio Management- Product Development & Strategy- Research in Empirical Asset PricingI am passionate about bridging the gap between academic research and practical application in the finance industry, continuously exploring innovative ways to improve investment decision-making processes.For more information, visit my website: www.tomaszkaczmarek-sci.com
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Research StaffPoznan University Of Economics And BusinessPoznań, Pl -
Research StaffPoznan University Of Economics And Business Nov 2024 - PresentPoznan, Wielkopolskie, Poland -
Co-Founder, Chief Investment OfficerAixon Investment Management Jan 2020 - PresentPoznan, Wielkopolskie, Poland -
Assistant ProfessorUniversity Of Agriculture In Krakow May 2024 - Dec 2024Cracow, Małopolskie, Poland -
Co-Founder, Chief Investment OfficerStarfunds Mar 2016 - May 2024Poznan, Greater Poland District, Polska- Co-designed investment offer and robo-advisory platform;- Co-manage investment funds model portfolios. -
Chief Innovation & Product Officer, Chairman Of Investment CommitteeBz Wbk Brokerage Feb 2010 - Feb 2016Poznań, Woj. Wielkopolskie, Polska• Led the department responsible for strategy and development of retail brokerage business (AUM EUR 2 bn, annual income EUR 18m through digital channels and EUR 2m through sale representatives).• Led the research and advisory for retail (AUM EUR 250m) with excellent investment performance in equity and mutual funds. • Developed and implemented client centric strategy for retail in brokerage house.• Responsible for platforms management: Inwestor Online, Inwestor Mobile, Wealth Manager, Inwestor FX.• Responsible for products management: equities, derivatives (trading commission), securities-based lending, interests, mutual funds.• Responsible for digital marketing (annual budget EUR 1-1,5m).• Coordinated management or personally managed projects (3-5 EUR 0,5m+ projects per year, 10-20 minor projects per year). The biggest projects: new version of Inwestor Online Platform, implementation of advisory services, implementation of FX trading, implementation of Inwestor Mobile.• Expert in Santander Global Brokerage Retail Business Model creation. • Expert in MiFIDII Santander Global Project – working group with Deloitte.
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Director Of Equity ResearchBz Wbk Brokerage Jun 2007 - Feb 2010Poznań, Woj. Wielkopolskie, Polska- Leader of Investment Consultancy business line within Individual Sale Department.- Responsible for research products for retail customers (fundamental and technical anlysis).- Issued equity research reports and stock recommendations on listed companies. - Advised wealthy retail and institutional investors on recommended investment strategies and stock selection. - Forecasted financial results and created valuation models.
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Investment CounselorBz Wbk Brokerage Aug 2006 - May 2007• Position: Manager of Analyst Team• Job description: management of analytical products portfolio dedicated to individual investors• Specialization: analyzes of Small & Medium size Poland based public companies
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Licensed Equity BrokerBz Wbk Brokerage Feb 2003 - Jul 2006• Position: stock broker• Job description: providing the service of Personal Broker Assistance dedicated to wealthy individual investors• Additional duties: preparing fundamental analyzes of S&M companies dedicated to other brokers and directly to individual investors
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PracticeBz Wbk Brokerage Jul 2002 - Aug 2002• Job description: assistance for private held companies
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Food ServiceParamonut Kings Island Jun 2001 - Sep 2001• Job description: season job
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Personal AdvisorOfe Arka-Invesco Jul 1999 - Mar 2000• Job description: gathering new members to the pension fund
Tomasz Kaczmarek, Cfa Skills
Tomasz Kaczmarek, Cfa Education Details
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Doctor Of Philosophy - Phd -
Research Scholar -
Master Degree -
Ican InstituteManagement
Frequently Asked Questions about Tomasz Kaczmarek, Cfa
What company does Tomasz Kaczmarek, Cfa work for?
Tomasz Kaczmarek, Cfa works for Poznan University Of Economics And Business
What is Tomasz Kaczmarek, Cfa's role at the current company?
Tomasz Kaczmarek, Cfa's current role is Research Staff.
What is Tomasz Kaczmarek, Cfa's email address?
Tomasz Kaczmarek, Cfa's email address is to****@****eria.pl
What is Tomasz Kaczmarek, Cfa's direct phone number?
Tomasz Kaczmarek, Cfa's direct phone number is +486186*****
What schools did Tomasz Kaczmarek, Cfa attend?
Tomasz Kaczmarek, Cfa attended Poznan University Of Economics And Business, University Of Missouri-Columbia, Poznan University Of Economics And Business, Ican Institute.
What skills is Tomasz Kaczmarek, Cfa known for?
Tomasz Kaczmarek, Cfa has skills like Investments, Capital Markets, Financial Markets, Equities, Business Strategy, Portfolio Management, Management, Analysis, Investment Banking, Asset Management, Valuation, Management Consulting.
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