Bernardo Tavera, CFA, CAIA, FRM

Bernardo Tavera, CFA, CAIA, FRM has over 10 years of experience in the finance industry. Bernardo began their career in 2010 as an Analyst Internship at Lobnek Wealth Management. In 2011, they worked as a Junior Analyst at Bordier & Cie. In 2013, they were a Consultant at Calypso Technology. In 2014, they worked as a Reporting Officer at Pictet Asset Management. In 2015, they were a Risk Analyst at Nestlé. In 2018, they were a Risk Officer at SYZ Asset Management, where they were responsible for investment risk management of internal funds and mandates, portfolio risk analysis using quantitative techniques, investment controlling of funds and mandates, and liquidity risk management of funds and mandates. In 2021, they became the Head of Risk and Senior Quant & Risk Manager at LumRisk.

Bernardo Tavera holds a Master of Science (MSc) in Finance - Wealth Management from the University of Geneva, which they obtained between 2008 and 2011. Bernardo also holds a Bsc in Business Administration from the same university, obtained between 2005 and 2008. Additionally, they hold four certifications: Chartered Financial Data Scientist (CFDS) from AZEK - The Swiss Training Centre for Investment Professionals, obtained in May 2020; Certified Financial Risk Manager (FRM) from GARP FRM Program, obtained in May 2018; Chartered Financial Analyst (CFA) from CFA Institute, obtained in June 2016; and Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association, obtained in May 2015.