2001 -
2018 Senior Manging Partner @ Ultra Finanz AG
1997 -
2001 Client Relationship Manager @
1993 -
1997 Head External Asset Manager Desk @
1988 -
1993 Training Team UBS @
1985 -
1988 Private Banking Support @
1982 -
1985 Apprentice @
Daniel Steffen Education
CFA Institute
CFA
1992
-
1995
CFA Institute
Certificate in ESG Investing
2021null
Daniel Steffen Summary
Daniel Steffen, based in Zurich, Switzerland, is currently a Partner, Executive Management Member at Cité Gestion. Daniel Steffen brings experience from previous roles at Ultra Finanz AG and UBS. Daniel Steffen holds a 1992 - 1995 CFA @ CFA Institute. Daniel Steffen has 1 emails on RocketReach.
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