Jakub Menc, CFA

Junior Sales Dealer Intern at Treasury Department

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Warsaw, Mazowieckie, Poland

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Timeline
About me
Management Board Member at FRAM Fundacja Rodzinna
Education
- The London School of Economics and Political Science (LSE)
  2014 - 2014
  Summer School Applied Valuation and Securities Analysis (course level AF315)
- Warsaw School of Economics
  2011 - 2013
  Master's degree Finance and Accounting
- University of Warsaw
  2008 - 2011
  Bachelor's degree Economics (Interdisciplinary Studies in Economics and Mathematics)
  50 students admitted to the Studies, 12 of them completed the Studies, only 5 of them graduated from two courses
- University of Warsaw
  2008 - 2011
  Bachelor's degree Mathematics (Interdisciplinary Studies in Economics and Mathematics)
  50 students admitted to the Studies, 12 of them completed the Studies, only 5 of them graduated from two courses
Experience
- Kredyt Bank
  Jul 2011 - Oct 2011
  Junior Sales Dealer Intern at Treasury Department
- ING Securities
  Jul 2012 - Nov 2012
  Intern at Equity Research Department
- Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
  Dec 2012 - Jun 2016
  - Equity Fund Manager
    Feb 2016 - Jun 2016
  - Junior Equity Fund Manager
    Feb 2014 - Jan 2016
  - Financial Analyst
    Aug 2013 - Jan 2014
  - Junior Financial Analyst
    Dec 2012 - Jul 2013
- PKO BP Bankowy Powszechne Towarzystwo Emerytalne S.A.
  Jun 2016 - Sept 2017
  Fund Manager
- Skarbiec TFI
  Oct 2017 - Oct 2019
  Equity Fund Manager
- AgioFunds TFI SA
  Nov 2020 - now
  Fund Manager of FRAM Fundusz Inwestycyjny Zamknięty
- Grupa Fabrity
  Jun 2021 - now
  Member of the Supervisory Board
- IZOBLOK Capital Group
  Feb 2022 - Jun 2024
  Member of the Supervisory Board delegated to perform a permanent and individual supervision
- BRON.PL
  Aug 2022 - Jun 2023
  Chairman of the Supervisory Board
- $Pontefract sp. z o.o.$
  Pontefract sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- Wanship sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- Elmira Investments sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- Peterlee sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- Diamante Plaza sp. z o.o.
  Nov 2023 - Mar 2025
  President of the Management Board
- Calioppe Investments sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- Parus sp. z o.o.
  Nov 2023 - Mar 2025
  Member of the Management Board
- FRAM Fundacja Rodzinna
  Feb 2024 - now
  Member of the Management Board
- Centrum Olympia Olomouc a.s.
  Feb 2024 - now
  Member of the Supervisory Board
- Estate Fellows PM sp. z o.o.
  Mar 2025 - now
  President of the Management Board
- Estate Fellows
  Mar 2025 - now
  President of the Management Board
Licenses & Certifications
- Chartered Financial Analyst (CFA) charterholder - passed all three levels of the CFA Program at the first attempt
  CFA Institute
  Apr 2017
- Licensed Investment Advisor (Doradca inwestycyjny)
  Polish Financial Supervision Authority
  Aug 2019
- Passed Level III of the CFA Program
  CFA Institute
  Jun 2013
- Passed Level I of the CFA Program
  CFA Institute
  Dec 2011
- Passed Level II of the CFA Program
  CFA Institute
  Jun 2012