Stefan Bohren

Stefan Bohren, CFA, has a diverse and extensive work experience. Stefan'smost recent role is as a Managing Director at Carpio Partners AG, a position they began in May 2023. Prior to this, they were an Investment Committee Member at Zeltner & Co, and a Co-Founder at FAHAMU, both in 2023. In 2022, they worked as an Independent Advisor and a Senior Advisor at Apiax. From 2019 to 2022, they served as the Managing Director and Head of Family Office at Jacobs Holding AG. Stefan also has experience as a Senior Advisor & Investment Specialist at Clear Minds Investment AG, and as the Head of Research and CFO at RBR Capital Advisors AG. Earlier in their career, they held various roles at UBS Global Asset Management and UBS Brinson, focusing on Swiss and European equities. Overall, Stefan Bohren has demonstrated a deep understanding of investment management and has held positions of leadership and expertise in the industry.

Stefan Bohren, CFA has a varied education history. In 1986, they completed their Matura Typus C degree in Mathematics and Physics at Gymnasium Interlaken. From 1987 to 1993, they pursued their lic. rer. pol. degree in Economics at the University of Bern. In 1995, Stefan obtained their CIIA (Certified International Investment Analyst) from AZEK - The Swiss Training Centre for Investment Professionals. Additionally, they attended the CFA Institute in Charlottesville, USA, where they earned their CFA (Chartered Financial Analyst) certification from 1998 to 2001. Most recently, in 2024, Stefan attended ZHAW Zurich University of Applied Sciences, where they completed a CAS Coaching in der Praxis program in Applied Psychology.