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Alberto Miazzi
Investment Advisor Hnwi and Smes @Fideuram - Intesa Sanpaolo Private Banking
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WORK HISTORY
Investment Advisor Hnwi and Smes @Fideuram - Intesa Sanpaolo Private Banking
Padova, IT
Provide investment consultancy services to HNW clients, managing a proprietary portfolio with tailored solutions.• Construct multi-asset portfolios, defining Strategic Asset Allocation and implementing via funds, ETFs, Real Estates, and direct holdings.• Run advisory services to SMEs, covering ownership structure, financing, and tax optimization strategies.• Conduct training classes on company valuation methodologies for investment professionals and students.
EDUCATION
Università Ca' Foscari Venezia
Laurea Triennale
Ordine Nazionale dei Commercialisti ed Esperti Contabili
M&A e operazioni straordinarie
Università Ca' Foscari Venezia
Laurea specialistica in Economia e Finanza
CFA Institute
CFA
ABOUT ALBERTO MIAZZI
CFA charterholder, currently pursuing an Executive MBA at SDA Bocconi, with over 15 years of experience in investment advisory, portfolio management, and quantitative analysis. Throughout my career, I have managed proprietary portfolios and developed tailored investment strategies for high-net-worth individuals (HNWI) and institutional clients. My expertise lies in asset allocation, fund selection, and advanced financial modelling, utilising tools like R, VBA for Excel, and Bloomberg.I deliver results through data-driven decision-making and strategic insight, aligning my financial expertise with the evolving needs of clients and the markets. I excel at seeing the big picture, identifying long-term goals, and devising efficient plans to achieve them. I bring a unique combination of confidence, charisma, and decisiveness, inspiring teams to follow my lead and execute on complex initiatives. Ambitious and focused, I thrive in organising people and resources to deliver concrete results.
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