Union Investment Management Board

Currently the Board of our firm consists of three persons whose profiles we present below. Surely they are well-known from the economic press, often expressing their opinions on the strategy of the firm, the results of our funds and the investment funds market in general.

 

President of the board – Małgorzata Góra

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Since 1999 President of the board for Union Investment TFI S.A.

The best way for her to rest is at the seaside or in the mountains, where she spends most of the time on walks and literature.

Her hobby is trying the cuisine from various distant places.

Professional career

Since 1999

President of the Board for Union Investment TFI S. A.

1998 - 1999

Manager of Marketing and Sales in Union Investment TFI S. A.

1995 - 1997

Regional manager for marketing in Pioneer.

1994

Assistant regional director responsible for marketing in Pioneer - the First Polish Society of Trust Funds.

Other functions

2004 - 2007

Council Member of the Chamber of Funds and Assets Managers (IZFiA).

2001 - 2004

Vice Chairman of the Association of Investment Funds Societies Council (STFI).

 

 

Vice President of the board - Zbigniew Jakubowski

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Since 2001 Vice President of the board for Union Investment TFI S.A.

He looks to the future (forecasting market trends) and is consequential in actions. Aside from reliance on “hard” facts and arguments, he also holds to the rule that one should always show a certain amount of humility in regards to what happens on the market.

He actively participates in his favorite sports: windsurfing, volleyball, squash, diving and tennis.

Professional career

Since 2001

Vice President of the board for Union Investment TFI SA responsible for the investment department.

Since 2000

President of the Board – Investment Director for Korona TFI SA.

1998 - 2000

Administering the assets in Bank Gdańsk SA and Brokerage House BIG-BG Sp. z o.o. and as a member of the board responsible for the investment policy in BWE Asset Management SA.

1998

Licensed investment advisor (license number 125).

1994

University of Gdańsk, Management Department Graduate - started working in the position of securities broker.

 


Member of the board – Małgorzata Popielewska

Since 2011 Member of the board for Union Investment TFI S.A.

She believes in equilibrium in the world, combining professional duties with family life.

She spends her free time actively, cycling and going on sightseeing tours. Another great passion of her and her family is music.

Professional career

since  09.2011

Member of the board for Union Investment TFI S.A.

2000 - 2011

Senior Product Manager, Commercial Proxy, Head of Strategy and development for Union Investment TFI S.A.

1998 - 2000

Product Manager, Financial Analyst for Korona Fund Investment Company

1995 - 1998

Portfolio Manager for BGŻ SA Brokerage House, Asset Management Department

1997

University of Warsaw, Economics Department Graduate, specialization in Finance and Banking (MSc)

The site has been last updated on: 07.09.2011

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