Fund Manager
Graduate of the Wrocław University of Economics, Department of Finance and Banking; Majors: Finance Analyst and Risk Management. She began working with the capital market in 2011 as an analyst in the NWAI Brokerage House. She joined Erste TFI (previously: Santander TFI) in 2015, initially as a bond market analyst, and currently holds the fund manager position. Marta Stępień holds a Securities Broker license, an Investment Advisor licence and is entitled to use the CFA title (Chartered Financial Analyst) and Sustainable Investing Certificate.
Fund Manager
Graduate of the Management Department of the University of Economic in Cracow. Majors: Modelling and Forecasting Business Processes. Joined the company in February 2010. Initially employed as a risk management specialist and, subsequently, as a bond market analyst and junior manager. He currently holds the fund manager position. In 2009 obtained the stock broker license and a year later the investment advisor license. Winner of the 2017 Alpha award for the best Polish corporate securities fund.
Member of the Management Board, Investment Director
Graduate of the Poznań University of Economics, Department of Management and Marketing; Majors: capital investments and corporate finance strategies. He joined the company in May 2003, initially as a financial analyst and, subsequently, after obtaining the license in 2006, as an investment advisor. A holder of the prestigious Chartered Financial Analyst (CFA) designation since 2009. Winner of two Alfa 2015 awards for the best Polish equity fund and the best stable growth fund and two distinctions for the best Polish equity fund and the best balanced fund. In July 2016, he took the position as an Investment Director. In January 2023, he was appointed to the Management Board of Erste TFI (previously: Santander TFI) where he is in charge of the Investment Area.
Fund Manager
Graduate of the Łódź University, Department of Finance and Banking. Major: Capital investments. His first job on the capital market was the analyst in the Brokerage Office of BGŻ S.A. (August 2007). He joined Erste TFI (previously: Santander TFI) in June 2008, initially as a financial analyst and junior manager, currently holds the fund manager position. He holds an investment advisor license (since 2014) and the prestigious CFA (Chartered Financial Analyst) certificate and Sustainable Investing Certificate.
Fund Manager
Graduate of the Department of Management and Marketing of the Poznań University of Economics. Majors: Capital investments and corporate finance strategies. He started his professional career in 2009 in the Audit Department of Grant Thornton sp. z o.o. sp. k. He joined Erste TFI (previously: Santander TFI) in 2011, initially as an analyst and a junior manager and currently a fund manager. He holds an investment advisor's license and the prestigious CFA (Chartered Financial Analyst) certificate. Winner of numerous Alpha awards, including best stable growth fund (2015, 2018) and best Polish small and medium-sized company stock fund (2022, 2023).
Head of Fixed Income, Fund Manager
Graduate of the Warsaw School of Economics, with a major in Finance and Accounting, specialising in Investment Banking. From 2011 to 2017, as fund manager in Superfund TFI. In 2017 he joined Pekao TFI as portfolio manager responsible for the largest by net asset value group of funds – short duration funds and for corporate bonds. The funds he managed and co-managed have been repeatedly awarded in the “Alfa” contest by Analizy Online. In March 2025 he was awarded “Złoty Portfel” by The Exchange and Investor Newspaper ”Parkiet” for the Best Polish Fixed Income Fund. He has stock broker license, investment advisor license and Chartered Financial Analyst title (CFA). In August 2025, he assumed the position of Head of Fixed Income and Fund Manager at Erste TFI (previously: Santander TFI).
Junior Fund Manager
Graduate of the Faculty of Economic Sciences at the University of Warsaw, with a major in Quantitative Finance. He began his professional career in 2011 at the Warsaw Stock Exchange as an analyst. He has been associated with Erste TFI (previously: Santander TFI) since June 2016, initially working as an equity analyst and currently serving as a junior fund manager. He holds an investment advisor license, a securities broker license, a Chartered Financial Analyst (CFA) designation, and a Sustainable Investing Certificate.
Head of Equity, Fund Manager
Adam Nowakowski is a graduate of the Poznań School of Economics (currently, the Poznań University of Economics and Business), where he completed studies at the Faculty of Management and Marketing, majoring in Capital Investments and Corporate Financial Strategies. He began working with the capital market in 2005 as an Assistant Broker, and then Broker in the Settlements Department of the Brokerage House of BZ WBK S.A. In 2010, he joined BZ WBK Asset Management S.A. Initially, he was employed as a Stock Analyst, and in October 2013, he advanced to Analysis Team Manager. In 2016, Adam Nowakowski joined Erste TFI (previously: Santander TFI), where he currently holds the Head of Equity position.
He holds a Securities Broker licence no. 2012, an Investment Advisor licence no. 664. He is entitled to use the CFA title (Chartered Financial Analyst) and Sustainable Investing Certificate.