📈 Financial Advisor > jacopo.stock@adhocscf.com💼 Strategy Consultant > consulting@stockjacopo.comSpecializing in providing tailored professional services to meet the needs of both companies and individuals, the expertise offered spans strategy consulting, wealth management, family office services, startup advisory, and business development, including the establishment of commercial partnerships.Proven track record in efficiently and effectively solving problems with an entrepreneurial mindset. Extensive experience includes managing multiple projects simultaneously, leading teams, and engaging with Ultra-High-Net-Worth Individuals and Families (UHNWI) in the private sector, as well as with C-level executives in corporate settings.
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Business AngelMybutler.ItMilan, It
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Financial AdvisorAdhoc Scf Sep 2024 - PresentItalyIndependent financial advisor registered with the Albo Unico dei Consulenti Finanziari, regulated by the OCF. Specializing in providing tailored financial guidance, I help clients navigate investments, wealth management, and financial planning, ensuring compliance with Italian regulatory standards. -
Deal Sourcing AdvisorBrera Partners May 2024 - PresentItalySupporting a private equity firm specializing in investments within the asset-light financial services sector. The firm is currently executing a buy-and-build strategy to establish Italy’s leading independent insurance brokerage. -
Venture Strategy AdvisorMybutler.It Apr 2024 - PresentItalySupporting an Italian food-tech startup positioned as a holistic digital partner for HO.RE.CA. businesses. The company offers a comprehensive web-based application that digitalizes all business processes, accessible from any device. I assist in defining the strategic direction and in finding strategic investors to foster growth and scalability.
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Business Growth AdvisorLandytech Feb 2024 - PresentItalySupporting a UK-based fintech that empowers asset stakeholders by revolutionizing access to investment data and insights through a unified central platform. I assist the company in expanding its presence in the Italian market, focusing on sales to family offices and multi-family offices. -
Senior Wealth ManagerSwiss Multi-Family Office Dec 2015 - Jan 2023Ticino, SwitzerlandManaging numerous clients at a Swiss Multi-Family Office, which includes both families and corporations, with net worths ranging from tens of millions to hundreds of millions of dollars. This role entails applying a strategic consulting approach within the multi-family office framework, coupled with a profound understanding of financial markets, asset classes, and technology. -
Strategy ConsultantArthur D. Little Jul 2012 - Dec 2015Milan, Lombardy, ItalyExpertise includes the development of business plans, conducting market studies, and implementing benchmark analyses. This extends to crafting online strategies and managing complex projects across various industries, with a notable presence in financial services, real estate, and the TIME sector (Telecommunications, Information, Media & Electronics). A strategic consulting approach is consistently applied, complemented by strong skills in project management and organizational restructuring. -
Management ConsultantKpmg Mar 2012 - Jun 2012Milan, Lombardy, ItalyEngaged in multiple projects across two key practices: Financial Risk Management (FRM) and Business Performance Services (BPS). These initiatives spanned a range of industries, with a particular focus on the financial services and manufacturing sectors. -
Business AnalystBanco Santander Sep 2010 - Mar 2011Milan, Lombardy, ItalyProviding direct support to the top management of the CIB (Corporate & Investment Banking) division, with a focus on conducting financial analysis and market research.
Jacopo Stock Education Details
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Double Degree Program | Msc In Business And Management + Master In European Business -
Bachelor Of Science | Laurea In Economics And Business Management -
High School Diploma | Maturità Scientifica
Frequently Asked Questions about Jacopo Stock
What company does Jacopo Stock work for?
Jacopo Stock works for Mybutler.it
What is Jacopo Stock's role at the current company?
Jacopo Stock's current role is Business Angel.
What schools did Jacopo Stock attend?
Jacopo Stock attended Escp Business School, Università Cattolica Del Sacro Cuore, Istituto Leone Xiii.
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