Stefan Calefice Email & Phone Number
Partner @ Everon AG
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Stefan Calefice Location
- Zürich, ZH, CH
Stefan Calefice Work
- Partner @ (April 2025 - Present)
- Leiter Investment Komitee @ (January 2021 - April 2025)
- Leiter Private Kunden @ (March 2018 - December 2020)
- Direktor @ (March 2018 - December 2020)
- Vorsitzender der Geschäftsführung @ Michel & Cortesi Asset Management AG (MCAM), Zürich (January 2015 - February 2018)
- Geschäftsführer @ FERI Trust AG (Schweiz) (August 2012 - July 2015)
- Leiter Investmentstrategie @ Feri Institutional & Family Office GmbH (January 2005 - July 2012)
- Portfolio Manager @ Weberbank Privatsbankiers KGaA (July 2000 - December 2004)
- Leiter Vermögensverwaltung @ Gries & Heissel Bankiers (June 1996 - June 2000)
- Privatkundenberater @ Grundkreditbank eG (July 1994 - May 1996)
- Wertpapierspezialist @ BfG Bank AG (August 1987 - June 1994)
Stefan Calefice Education
- University of Zurich
Sustainable Investing in Wealth Management
2021-2021 - Managementprogramm St. Gallen 2011-2011
- mab Education Group, St. Gallen 2007-2007
- Sprachschule Reichardt, Frankfurt 2006-2007
- IIR Deutschland GmbH 2004-2004
- Linguarama Sprachinstitut, Berlin 2002-2003
- Frankfurt School of Finance & Management
Bankbetriebswirt
1994-1995 - Frankfurt School of Finance & Management
Bankfachwirt
1993-1994
Stefan Calefice Skills
- Anlageberatung
- Asset-Management
- Business Development
- Family Office Dienstleistungen
- Festverzinsliche Werte
- Finanzdienstleistungen
- Investitionen
- Investment Research
- Investmentstrategien
- Kapitalmarktresearch
- Kapitalmärkte
- Kommunikation
- Kundenbeziehungen
- Kundenerfahrung
- Kundengewinnung
- Kundenorientierte Dienstleistung
- Management
- Marketingstrategie
- Nachfolgeplanung
- Nachhaltigkeit
- Organisationsfähigkeiten
- Portfoliomanagement
- Private Banking
- Präsentationen
- Regulatorische Vorgaben
- Strategisches Denken
- Teamführung
- Teammanagement
- Unternehmensplanung
- Unternehmensstrategie
- Vermögende Privatpersonen
- Vermögensallokation
- Vermögensverwaltung
- Wirtschaftswissenschaften
Stefan Calefice Summary
- Stefan Calefice, based in Zürich, ZH, CH, is currently a Partner at Everon AG. Stefan Calefice brings experience from previous roles at Rhein Investors AG, Belvoir Capital AG and Michel & Cortesi Asset Management AG (MCAM), Zürich. Stefan Calefice holds a 2021 - 2021 Sustainable Investing in Wealth Management @ University of Zurich. With a robust skill set that includes Anlageberatung, Asset-Management, Business Development, Family Office Dienstleistungen, Festverzinsliche Werte and more. Stefan Calefice has 1 emails and 1 mobile phone numbers on RocketReach.
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