• Jan 2021 - Present

Member of the investment committee. Supervision of portfolios with a discretionary mandate. Strategic and tactical asset allocation. Risk analysis in the context of financial advisory mandates. Periodic portfolio reviews. Discussions with consultants and clients. Active risk advice. Attending external conferences.

• Jan 2016 - Dec 2020

Head of Consolidated Wealth Reporting (Strategy and supervision of the investment structure, Performance and risk analysis, Compliance of mandates and cost control). Periodic portfolio reviews and active risk advice.

• May 2015 - Jan 2016

Investment Controller and Reporting Analyst

Partner

• Jan 2018 - Dec 2020

Consulting on services offered to external financial intermediaries (B2B) and private clients. Main services: Risk Advisory and Metrics, Consolidated Wealth Reporting, Performance Measurement, Money Manager Evaluation, Governance, Investment Process and other services related to the world of Family Offices. Consulting on services offered to external financial intermediaries (B2B) and private clients. Main services: Risk Advisory and Metrics, Consolidated Wealth Reporting, Performance Measurement, Money Manager Evaluation, Governance, Investment Process and other services related to the world of Family Offices.

Data and Document Specialist

• Aug 2014 - May 2015

Closure of banking relationships, objects and securities. Cash and securities transfers. Control of documents for voluntary disclosure in the context of the Voluntary Compliance Program. Closure of banking relationships, objects and securities. Cash and securities transfers. Control of documents for voluntary disclosure in the context of the Voluntary Compliance Program.

• Aug 2013 - Jul 2014

Assistant of the course of Microeconomics I and II, supporting Prof. Rico Maggi. Preparation of exercises and practical classroom sessions with students. Preparation and correction of final exams.

• Aug 2012 - Jul 2014

Institute for Economic Research (IRE). Research project focused on the economic impacts generated by the cultural activities/events organized in Lugano. Estimation of discrete choice econometric models on consumer behavior. Obtained statistically significant results, participated in the drafting of several research papers that were presented at various conferences.