Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr Email and Phone Number
Financial professional with almost 30 years diversified track record in Asset Management, Private Banking and Investment Banking, mostly as a front officer. Currently I am active on behalf of a worldwide leading high-tech and strategic consulting financial services firm, established from former scientists and consultants, coming from top international management consulting firms and wealth management companies. This has allowed me to combine my previous investment trading and know-how together with state of the art technology, in order to provide the best services in terms of reporting, consolidation and investment decision making.
Xy Sa
View- Website:
- xy-worldwide.com
- Employees:
- 73
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Senior Business Development ManagerXy SaZurich, Switzerland -
Business Develoment ManagerXy Sa Jul 2019 - PresentZurigo, SvizzeraXY SA -
Partner, Corporate DevelopmentXy Sa Oct 2017 - Jun 2019Zürich Area, SvizzeraXY EOS Zürich AGXY is a pioneering technology company specialized in independent data intelligence and strategy consulting services for high-end wealth management, providing global estate orchestration for families, corporate organizations and governments. https://www.xy.net/ -
Executive Director, Wealth Management Uhnw Clients GlobalUbs Ag Jul 2015 - Apr 2017Zürich Area, SwitzerlandIPS UHNW Advisory Mandates & Fund Distribution Service -
Executive Director, Wealth Management Hnwi & Uhnw, Russia / CisUbs Ag Sep 2012 - Jun 2015Zürich Area, SvizzeraInvestment Advisor and Investment Specialist for Russian HNWI and UHNW clients -
Head Of Sales InstitutionalState Street Global Advisors Ag Dec 2010 - Sep 2012Zürich Area, Svizzera -
Head Of Business DevelopmentHedge Invest Financial Advisors Sa Jun 2009 - Dec 2010Lugano
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Director And PartnerStepstone Group Oct 2002 - Jan 2009Zürich Area, SvizzeraSwiss Capital Alternative Investments AG (now StepStone Group) -
Assistant Vice PresidentJulius Baer Sep 1998 - Sep 2002Zürich Area, SvizzeraJulius Baer Investment Funds Services Ltd., now fully integrated into GAM Holding. -
Bank OfficerEfg Bank Sep 1988 - Apr 1996LuganoBanca del Gottardo SA (later on BSI Bank SA, and now EFG Bank SA)
Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr Education Details
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Global Association Of Risk Professionals (Garp)Sustainability -
Alternative Investments -
Global Association Of Risk Professionals (Garp)Risk Management Applied To The Energy Sector -
Global Association Of Risk Professionals (Garp)Passed Level I And Ii At First Attempt And At The Same Time -
Cfa InstituteChartered Financial Analyst -
Business Administration -
Economics, Business Law -
Global Association Of Risk ProfessionalsArtificial Intelligence -
Business Law
Frequently Asked Questions about Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr
What company does Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr work for?
Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr works for Xy Sa
What is Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr's role at the current company?
Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr's current role is Senior business development manager.
What schools did Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr attend?
Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr attended Global Association Of Risk Professionals (Garp), Caia Association, Global Association Of Risk Professionals (Garp), Global Association Of Risk Professionals (Garp), Cfa Institute, Duke University - The Fuqua School Of Business, Sda Bocconi, Università Degli Studi Di Milano, Global Association Of Risk Professionals, Università Cattolica Del Sacro Cuore.
Who are Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr's colleagues?
Stefano Piomarta, Cfa, Frm, Erp, Caia, Scr's colleagues are Kamyab Jap, Firoz India, Cornelia Kuonen, Mariela Guardia, Franziska Arthur, Fabrizio Camera, Ashi Ashi.
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