Alberto Moioli, CFA, CAIA, Chapter Executive

Client Investment Specialist, Advisor U/HNWI & Key Clients, Optima SIM
Alberto Moioli

CAIA Member since 2010

Alberto is a Client Investment Specialist, Advisor U/HNWI & Key Clients at Optima SIM. Before Optima SIM, Alberto was a Senior Investment Advisor within the Portfolio Modeling desk at FinecoBank in Milan, where he reviewed and constructed highly customized, multi-asset portfolios for the bank’s top-notch group of Personal Financial Advisors and their HNW/UHNW clients.

Before joining FinecoBank in 2016, Alberto worked at BNL-BNP Paribas as an Investment Advisor offering investment solutions and advisory services to HNW clients.

He started his career in 2008 at Eurizon Capital SGR in Milan (now Eurizon Asset Management SGR) before moving in 2009 to the subsidiary in Luxembourg where he spent 6 years working as a Portfolio Manager on different desks (Structured Funds, Multi-Asset, and Equity EM).

Alberto holds a Master in Finance from IE Business School and is both CFA and CAIA Charterholder.