As an International Wealth Advisor, based in New York, my mission is to help finance & business professionals, as well as with international clients in managing their wealth. My planning process starts with the articulation of clients' goals, it continues with the analysis of their finances, leading to the formulation and the implementation of a coherent wealth plan. The resulting asset allocation and investment selection are periodically reviewed and fine-tuned depending on clients' individual circumstances.Prior to joining Merrill, my experience as the principal of a U.S. boutique investment bank gave me the opportunity to serve financial professionals in their selection of European stocks for the funds they manage. Before that, my work as an equity research analyst with Societe Generale, ABN Amro and Barclays, required me to analyze and value stocks in the Financial Services and Energy sectors, and helped me become a Chartered Financial Analyst® (CFA®) charter holder.My university studies were at Bocconi University in Milan, where I received a BS & MS in Economics & Social Sciences magna cum laude, and at New York University, where I received an MS in Real Estate Finance. As an active member of the Italy-America Chamber of Commerce, I participate to its many initiatives, favoring the business interchange between the two countries.Together with my wife Betsy, we have two children (Anna and Luca) and we love living in New York City where we enjoy exploring the city’s cultural, artistic and culinary scenes. My hobbies include soccer, skiing, tennis, scuba diving and traveling. I am passionate about giving back, especially in the field of education, where both my parents used to work. For this reason, it felt natural for me to institute an annual scholarship at Bocconi University in honor of my father, benefitting undergraduate students in need of financial aid. Over the years, my wife and I have also been supporting the Regis High School and the United Nations International School in New York.
As an International Wealth Advisor, based in New York, my mission is to help finance & business professionals, as well as with international clients in managing their wealth. My planning process starts with the articulation of clients' goals, it continues with the analysis of their finances, leading to the formulation and the implementation of a coherent wealth plan. The resulting asset allocation and investment selection are periodically reviewed and fine-tuned depending on clients' individual circumstances.Prior to joining Merrill, my experience as the principal of a U.S. boutique investment bank gave me the opportunity to serve financial professionals in their selection of European stocks for the funds they manage. Before that, my work as an equity research analyst with Societe Generale, ABN Amro and Barclays, required me to analyze and value stocks in the Financial Services and Energy sectors, and helped me become a Chartered Financial Analyst® (CFA®) charter holder.My university studies were at Bocconi University in Milan, where I received a BS & MS in Economics & Social Sciences magna cum laude, and at New York University, where I received an MS in Real Estate Finance. As an active member of the Italy-America Chamber of Commerce, I participate to its many initiatives, favoring the business interchange between the two countries.Together with my wife Betsy, we have two children (Anna and Luca) and we love living in New York City where we enjoy exploring the city's cultural, artistic and culinary scenes. My hobbies include soccer, skiing, tennis, scuba diving and traveling. I am passionate about giving back, especially in the field of education, where both my parents used to work. For this reason, it felt natural for me to institute an annual scholarship at Bocconi University in honor of my father, benefitting undergraduate students in need of financial aid. Over the years, my wife and I have also been supporting the Regis High School and the United Nations International School in New York.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.