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Philippe Comby, CFA®, FRM
Managing Member, Co-Founder

A seasoned veteran of the financial services industry, Philippe has amassed more than 25 years of experience in the business. As a Chartered Financial Analyst*, he has the necessary skills for specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. He also holds the professional designation of Financial Risk Manager**, globally recognized as a gold standard for professionals who assess the potential risks of markets, investments and transactions.

Before cofounding Connective Portfolio Management, Philippe served as vice president and principal financial officer of The Swiss Helvetia Fund, where he was responsible for stock selection, portfolio construction and oversight of the fund’s financial reporting and regulatory filings.

In public and private equity investments Philippe spearheaded a systematic approach for analyzing the business model and competitive advantages of companies screened in the investment process.

Previously in his career, Philippe served as senior vice president and board member of Hottinger Capital Corporation in New York, where he was responsible for investment operations for The Swiss Helvetia Fund. He also served as chief investment officer and partner at Hottinger Brothers LLC, New York, where he was responsible for $100 million in assets under management for private investors, investing globally, primarily in equities.

Philippe spent eight years as a manager of Hottinger Luxembourg SICAV, investing in US equities, equity derivatives and index futures. Recently he has served as a board member of Spineart SA. Before joining Hottinger, Philippe worked for Swiss Bank Corporation (now UBS) in Geneva, Switzerland. Philippe earned a master's degree in political science from the University of Geneva.

Below is an explanation of professional designations used by Connective Portfolio Management associates. Do not rely solely on a title or designation to determine whether a financial professional has the expertise that you need. The explanation below will help you understand what the designation means and what the financial professional did to obtain it.

*The Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charter holder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor’s degree.

**Financial Risk Manager: The FRM designation is a professional certification offered by the Global Association of Risk Professionals (GARP). For 20 years, the FRM has set the global standard for risk management. Developed by the world’s leading risk practitioners, the designation signifies a mastery of the essential skills and knowledge needed to help organizations succeed in today’s rapidly changing financial landscape. The FRM designation covers the following topics: Market Risk Measurement and Management, Credit Risk Measurement and Management, Operational and Integrated Risk Management, and Investment Management. The designation is awarded after a candidate has completed two tests and demonstrated 2 years of related work experience.