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Katerina Kosmopoulou, CFA

Investor

Partner at J Stern & Co

London, England, United Kingdom

Find your path to Katerina

311 people in our graph share verified history with Katerina — schools, employers, funds. One of them is your warm intro.

Kate FryunlockedKaterina: together at University of Bath (1997–1998)
Katerina: together at CFA UK
×8Katerina: together at University of Bath
×2Katerina: together at Allianz Global Investors

About

Katerina Kosmopoulou, CFA, is a Partner at J. Stern & Co. and a member of the Board of Directors at CFA UK. Over a career spanning approximately 20 years across multiple countries, she has focused on identifying companies with competitive advantages or disruptive business models, and over the past seven years contributed to building an investment boutique.

Experience

  1. CFA UKMember of the Board of Directorscurrent2019 — presentLondon Area, United Kingdom
  2. CFA UKVice-Chair2022 — 2025Greater London, England, United Kingdom
  3. Inyova Impact InvestingMember of the Investment Committeecurrent2022 — presentZurich, Switzerland
  4. J. Stern & Co.Partnercurrent2013 — presentLondon, UK
  5. RCM, Allianz Global InvestorsSenior Fund Manager, Vice President, Global Equities2001 — 2010London, UK; Frankfurt, Germany; San Francisco, US
  6. RCM, Allianz Global InvestorsFund Manager, Small Cap European Equities2000 — 2001Munich, Germany

Skills & more

Investments23Equities19Valuation11Investment Strategies6Quantitative Analytics2Risk Management4Asset Management9Asset Allocation10Mutual Funds8Portfolio Management17Finance8Financial Modeling4
+4 moreCapital MarketsAlternative InvestmentsFinancial MarketsStrategy

Languages English · French · German · Greek · Spanish

  • Certificate in Impact Investing — CFA UK
  • Certificate in Sustainability & Climate Risk — Global Association of Risk Professionals (GARP)
  • Certificate in ESG Investing — CFA UK
  • Investment Management Certificate — CFA UK
  • Chartered Financial Analyst — CFA Institute

From Katerina's professional profile.

Colleagues at J Stern & Co

Abbey Allen
Director at J Stern & Co
Alexander Vlassov
Partner at J Stern & Co
Amit Gohil, CFA
Senior Associate at J Stern & Co
Andreas Krebs
Senior Director at J Stern & Co
Carlos Laorden Lopez
Senior Associate at J Stern & Co
Charles Gélinet, CFA
Senior Director at J Stern & Co
Charlotte Lacey
Associate at J Stern & Co
Christian Picot
Principal at J Stern & Co

Frequently asked questions

Who is Katerina Kosmopoulou, CFA?
Katerina Kosmopoulou, CFA, is a Partner at J. Stern & Co. and a member of the Board of Directors at CFA UK. Over a career spanning approximately 20 years across multiple countries, she has focused on identifying companies with competitive advantages or disruptive business models, and over the past seven years contributed to building an investment boutique.
Where does Katerina Kosmopoulou, CFA work?
Katerina Kosmopoulou, CFA is Partner at J Stern & Co.
Where did Katerina Kosmopoulou, CFA go to school?
Katerina Kosmopoulou, CFA studied at IMD (Executive Programme in Finance & Leadership); ICMA Centre, Henley Business School, University of Reading (Masters of Science (MSc), International Securities); University of Bath (Bachelor of Science (BSc), Business Administration).

Same school

Shared employers