The Octavian Team

Serge Monnerat

Serge Monnerat

2017-           Octavian, Chairman, Research Sales

2010-2017   Bank am Bellevue, CEO
2001-2010   Bank am Bellevue, Head Research  
1992-2000   BZ Bank, Research/Equity Sales


Contac

Alessandro Foletti

Alessandro Foletti

2017-            Octavian, Research Sales

2013-2017   Bank am Bellevue, Head Research, Senior Industrials Analyst
2010-2013   Self Employed Strategy and M&A Consultant
2007-2009   Bühler Group, Head Corporate Development, Assistant to CEO
2002-2007   Lombard Odier DH, Senior Industrials Analyst
2000-2002   UBS Warburg, Industrials Analyst
1995-1999   PiniSwiss Engineers, PM and Head Quality Management


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Marius Zuberbuehler

Marius Zuberbuehler

2017-            Octavian, Vice Chairman, Corporate Finance

2013-2017   Bank am Bellevue, Managing Director Corporate Finance
2007-2012   Deutsche Bank (London, Zurich), Corporate Finance, Head ECM Switzerland
2001-2007   Merrill Lynch (London), VP Corporate Finance
1997-2001   Roland Berger Strategy Consultants, Senior Consultant
1991-1993   UBS, Analyst Corporate Banking


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Laura Pfeifer-Rossi

Laura Pfeifer-Rossi

2017-           Octavian, Senior Research Sales

2015-2017   Bank am Bellevue, Senior Healthcare Research Analyst, Deputy Head Research
2014             Vifor Pharma, Business Development
2011-2014   Sophora Advisors, Consultant Healthcare
2000-2009   Bellevue Asset Management, Member of BoD BB Medtech,
                    Buyside Analyst & PM, Head of Mgmt Team BB Medtech 


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René Saner

René Saner

2017-            Octavian, Research Sales UK/US/LatAm

2006-2017   Bank am Bellevue, Head Equity Sales
2000-2006   Bank am Bellevue (Swissfirst Bank), WM & UHNWI Advisory
1996-2006   LGT Bank (STG AM), PM European Equities
1990-1996   Credit Suisse (Bank Leu), Trader Equity and Derivatives
1987-1990   Credit Suisse (Bank Leu), Bank apprenticeship


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Daniel Potasnick

Daniel Potashnick

2017-            Octavian, Research Sales HF & Nordics

2016-2017   Bank am Bellevue, Equity Sales HF/Nordics  
2009-2016   JB Capital Markets, Equity Sales HF/Nordics  
2007-2009   Execution Ltd, Equity Sales HF/Nordics  
2000-2007   Dresdner Kleinwort, Equity Sales / Salestrading HF/Nordics


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Martin Schuler

Martin Schuler

2017-           Octavian, Equity Sales CH & Sales Trading

2009-2017   Bank am Bellevue, Head of Trading & Salestrading
2007-2009   Morgan Stanley (Zurich), Salestrading Equities & Equity-linked
2006-2007   Bank Leu, Treasurer (FX, Metals, MM)
1999-2006   Merrill Lynch CM (Zurich), Head Global Salestrading
1997-1999   Crédit Lyonnais Securities, Pan Euro Equity Sales 

1986-1997   Credit Suisse, Global Option Book, FX, MM & Liquidity steering


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Stephen Leventhal

Stephen Leventhal

2017-           Octavian, Senior Research Sales

1998-2017   Bank am Bellevue, Senior Research Analyst & Specialist Sales Healthcare
1996-1997   Novartis, Global Head Strategic Planning
1982-1996   Ciba Geigy, Pharmaceuticals Head Marketing
1979-1981   Univ. of Pennsylvania, School of Medicine, Assistant Professor 


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Anne-Chantal Risold

Anne-Chantal Risold

2017-            Octavian, Senior Research Analyst Financials

2002-2015   Zurich Life Insurance, Head of International Group Risk Solutions (IGRS) actuarial

1996-2002   ETHZ, Scientific collaborator / assistant 


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Tanya Hansalik

Tanya Hansalik

2017-           Octavian, Research Analyst, Healthcare

2016             Morgan Stanley, PWM intern

2015             Julius Baer, internship

2012-2014   Aquila Himco AM, Assistant PM


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Lothar Lubinetzki

Lothar Lubinetzki

 

2018 -           Octavian, Senior Research Sales
2001 - 2016  MainFirst Group, Senior Equity Analyst

2000 - 2001  Metzler, Senior Equity Analyst

1994 - 2000  Enskilda Securities, Senior Equity Analyst

1991 - 1994  HSBC Trinkaus & Burkhardt, Research Analyst


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Daniel Regli

Daniel Regli

  

2019 -                Octavian, Senior Research Analyst Financials

2016 - 2019      MainFirst, Equity Research Analyst Financials

2015 - 2016      Zürcher Kantonalbank, Senior Equity Research Analyst Financials

2009 - 2015      GAM, Product Specialist Equities

2007 - 2009      Credit Suisse, Portfolio Manager MACS

2006 - 2007      Credit Suisse, M&A Analyst (Intern)


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