Head of Investment Advisory

Jacek is responsible for the development and management of investment advisory services. At the same time, he is the Wealth Manager and  works with our most affluent clients.

He  majored in finance and banking at the Warsaw School of Economics  and has a Master’s degree in ​​Investment Banking. Since 2004, he has been  involved in personal finance and investment consulting at DI Xelion, most recently as the Client Investment Director, responsible for taking care of investment portfolios of affluent individuals and institutional clients. He has an Investment Advisor License (No. 627) and a Securities Broker License (No. 2639). In 2012, he obtained the prestigious title of Chartered Financial Analyst (CFA).

A part of the domestic financial advisory market practically since its inception, Jacek believes that the only proper philosophy in this profession is long-term cooperation with clients that is based on mutual trust. Therefore,  it is imperative to understand the needs and situation of clients and be able to look at the world through their eyes before going into details.