Giovanni Boccia
Vice President, Wealth Management Advisor at Fifth Third Private Bank
- Role
- Wealth Management Advisor at Fifth Third Private Bank
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Giovanni Boccia
Since 2005, Giovanni has been providing comprehensive wealth and investment management solutions to individuals, families, and foundations. His expertise lies in personalized portfolio management, private banking, financial planning, insurance, and estate planning strategies. Giovanni and his team adopt a customized goals-based approach, tailoring their services to meet the unique needs of each client.Giovanni also volunteers his time as the Finance Chair of Our Lady of the Assumption Catholic School and Church Advisory Board, and as the Treasurer, Board Member, Nominating Committee Member, and Board of Directors member of the Brookhaven Chamber of Commerce. Additionally, in his role with the OLA Church, he serves as the charitable and legacy giving liaison between the Parish and the Catholic Foundation of North Georgia.
Experience
Wealth Management Advisor
Apr 2023 — Present · Atlanta, GA, US
Provides comprehensive wealth and investment management solutions for individuals, families and foundations- Specializes in personalized portfolio management, private banking, financial planning, and estate planning strategies.
Education
DePaul University
BS in Commerce, Finance
2001 — 2005
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
2008 — 2011
DePaul University
Financial Planning Certificate Program
2013
Skills
- Asset Allocation
- Mutual Funds
- Fixed Income
- Investment Portfolio
- Investment Management
- Financial Markets
- Model Portfolios
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investments
- Bloomberg
- Asset Management
- Asset Managment
- Investment Strategies
- Alternative Investments
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