Über Andrea
Italienisch
Muttersprachlich oder zweisprachig
Englisch
Verhandlungssicher
Projekt- und Berufserfahrung
- Athena Advisory GroupPartner, Financial and Business AdvisorBANKEN & VERSICHERUNGENJanuar 2025 - Heute (1 Jahr und 5 Monate)Lugano, SchweizAdvising high-net-worth and ultra-high-net-worth clients on wealth management, focusing on asset selection, portfolio construction, and long-term value creation.Developing tailored investment strategies based on client goals, risk tolerance, and market outlook.Selecting top-performing funds and securities across asset classes, including equities, fixed income, alternatives, and private markets.Creating bespoke portfolio structures and advised on structured products to enhance yield, manage risk, or gain specific exposures.Monitoring and optimizing portfolios using quantitative tools and performance analytics, ensuring alignment with evolving market conditions.Providing regular reporting and insights, and coordinating with tax, legal, and estate planning professionals to deliver holistic financial solutions.Building trusted client relationships through discretion, consistent results, and deep market expertise.
- Match StrategiesPartner, Project Manager, Business & Financial AdvisorBERATUNG & AUDITSMai 2020 - September 2023 (3 Jahre und 4 Monate)Lugano, TI, SwitzerlandProvided strategic business and financial advisory to startups and SMEs across growth, fundraising, and investment readiness.Advised founders on business model validation, market positioning, and go-to-market strategy.Led financial planning and analysis, including budgeting, forecasting, and cash flow modeling.Structured fundraising processes: developed investor materials (pitch decks, data rooms), refined valuations, and negotiated term sheets.Supported equity and venture debt financing across pre-seed to Series A rounds.Delivered tailored company valuations and supported due diligence for both investors and startups.Collaborated with accelerators and developed corporate innovation programs, including PKB’s Add-Venture Academy, to support early-stage ventures.Coached startup teams on investor readiness, financial discipline, and long-term scaling strategies.
- Brightside CapitalInvestment AnalystBANKEN & VERSICHERUNGENJanuar 2018 - Januar 2020 (2 Jahre)Lugano, SwitzerlandSupported portfolio management and investment advisory for high-net-worth and ultra-high-net-worth clients, focusing on long-term capital growth and risk management.Conducted market analysis and investment research across asset classes to support portfolio construction.Selected high-quality funds and structured investment solutions tailored to client objectives and risk profiles.Assisted in building diversified portfolios and regularly reviewed asset allocations for performance optimization.Monitored risk exposures using quantitative tools and proposed rebalancing strategies as needed.Prepared client reports and performance reviews, ensuring transparency and alignment with evolving needs.Built and maintained trusted relationships with HNW and UHNW clients, providing insights on market trends and portfolio strategy.
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Ausbildung und Abschlüsse
- Executive MBAUniversità della Svizzera Italiana (USI)2023Executive MBA
- Master of Science in EconomicsUniversità della Svizzera Italiana (USI)2016Master of Science in Economics