Team

Partner

Daniela Montemerlo

Expert in family business, governance and female leadership.
Involved in family business research, teaching, governance and consulting since 1990, she has advised and currently advises medium and large-size family firms, entrepreneurs and entrepreneurial families in Italy and US and in various industries, supporting leading generation, next generation, inter-generational family teams, family councils, boards of directors, non- family executives and the ownership-management system. Her specialty areas are family and corporate governance; family and ownership agreements; next generation grooming processes; inter-generational collaborations; generational transitions in leadership; co-leadership; female leadership; strategic management, organizational change, managerial and ownership transitions.

Degree in Management at Bocconi University with honors at Bocconi University in 1989.
PhD in Management with a dissertation on theories in governance.
Associate Professor of Management and Family Business at University of Insubria since 2006.
Senior Faculty Member of SDA Bocconi School of Management, Strategic and Entrepreneurial ManagementDepartment  where she teaches family business and corporate governance at executive and MBA level since 1990.
Professor of Family Business Strategy and Research Associate of the AIdAF – EY Chair at Bocconi University, where she has been teaching since 1990.
Founder and equity partner of Partners CPA.
She is member of NedCommunity (Italian association of non-executive and independent directors) PWA (Professional Women’s Association) and is included in the Ready for Board Women List of PWA and SDA Bocconi.

 

She is currently:

  • independent Board Member and Member of the Risk Committee of Banco Popolare;
  • outside Board Member of Rubelli spa, a fifth generation family business.

She has been Independent Board Member and member of the Internal Control and Risk Committee of Credito Bergamasco.

 

Awards:

  • Fellow of IFERA (International Family Enterprise Research Academy), world association of family business scholars, where she has served as founding board member  from 2001 to 2011
  • Best reviewer of Economia & Management, 2011
  • Best EFMD case in Entrepreneurship for Costa case, co.author Guido Corbetta, 1998.