Fabrizio Poroli

Portfolio Manager at Copernicus Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
CH

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Experience

  • Copernicus Wealth Management
    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Manager
      • 2021 - Present

    • Risk Manager
      • 2018 - 2021

  • Thalia Capital Advisors
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Registration in the Advisor Register (BX Swiss AG)
      • Oct 2022 - Present

    • Director - Member Board Of Directors
      • 2022 - Present

    • Business Development
      • 2021 - Present

  • Patrimony 1873 SA
    • Lugano, Canton Ticino, Svizzera
    • Deputy Risk Manager (Associate at Patrimony 1873 SA)
      • 2012 - 2017

  • BSI Bank
    • Switzerland
    • Financial Services
    • 100 - 200 Employee
    • Asset Management - Performance & Risk Control
      • 2011 - 2012

    • Risk Control - Funds and Institutional Mandates
      • 2007 - 2011

  • Raiffeisen Switzerland
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Back and Middle Office
      • 2005 - 2006

Education

  • Bachelor in Business Administration at University of Applied Sciences, Switzerland
    Bachelor's degree, Business Administration with major in banking & finance
    2009 - 2013
  • International Language Centres, Cambridge (England)
    Course Certificate (C1-1)
  • Cambridge ESOL Level Certificate International
    Business English Certificate Vantage (B2)
  • SAS programming language (adapted to SQL), Milan (Italy)
  • Enterprise Guide SAS, Milan (Italy)
  • Visual Basic for Applications, Lugano (Switzerland)

Community

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