Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Additional Information
Timeline
36
Carlo Vittorio Pistolesi

Carlo Vittorio Pistolesi

Turin-Milan,

Summary

Motivated investment professional working within investment management division with experience advising clients and bankers on investment strategies. Strong background in understanding financial markets, financial products and security analysis. Proven track record in helping clients through sound advice and effective portfolio management, developing and improving active investment strategies.

Previous corporate experience as a finance specialist dealing with business partners, banks and other financial institutions with focus on special situation events.
4+ yrs developing and monitoring Long-Short model portfolio for private clients with focus on European equity.
Passionate about financial distress investigations and aspects.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Investment Advisory

Fideuram - Intesa Sanpaolo Private Banking
2023.03 - Current

Working alongside bankers and wealth advisors supporting them in managing and monitoring active risk-return investment portfolios for high-net-worth individuals and corporate clients.

Corporate Finance Specialist

ITL
2017.03 - 2022.10

Supporting board of directors with focus on special situation events such as capital raising, debt financing, corporate loans, debt restructuring and during M&A vendor due diligence.

Finance Team Member

Omnium Edu
2015.04 - 2016.12

E-learning development platform in cooperation with Polytechnic University of Turin - I3P accelerating program.

Accounting Intern

Stefano Marzari - Dottore Commercialista
2014.05 - 2014.07

Accountant

Ergotech
2010.09 - 2010.11

Education

Level II, May 2025 -

CFA, Chartered Financial Analyst
United States Of America

Master’s Degree – Economics -

Università Degli Studi Di Torino
Turin, Italy
03.2015

Bachelor’s Degree – International Economics -

Università Degli Studi Di Torino
Turin, Italy
04.2012

Mathematics -

High School Antonio Gramsci
Ivrea, Italy
07.2008

Skills

  • Creative Thinking
  • Meticulous attention to detail
  • Forward-thinking
  • Critical Thinking
  • Team Collaboration
  • Task Prioritization
  • Securities Analysis
  • Strategic Planning
  • Portfolio Management
  • Wealth Management
  • Asset Allocation
  • Investment strategies

Certification

  • 03/2024, BLOOMBERG – Bloomberg Market Concepts, 6vRdstP4HGRjjAP3fHc7EHij
  • 08/2022, OCF – Organismo di vigilanza e tenuta dell’albo unico dei Consulenti Finanziari, Milan, Financial Advisor Certification - Action n. 2223 | ID Registration number 630592
  • 06/2023, RUI – Registro Unico Intermediari IVASS, Turin, Registration number E000731633

Accomplishments

G2C Financial Advisors

6 months during my master's degree of extracurricular learning activities within an investment advisory company. Areas where I was dedicated to were equity and fixed income fundamental analysis, FX, derivatives trading (commodities and indexes) and quantitative algo financial models programming (using C Sharp and Multicharts).


UNITO Investment Team Member

One of the chosen candidates to represent the university in an investment management challenge with the goal of structuring risk-adjusted strategies on financial markets.

Languages

Italian
Bilingual or Proficient (C2)
English
Upper intermediate (B2)

Additional Information

Looking forward to enroll for CFA Level II (exp. exam date: May 2025).

ECDL certificate.


In compliance with the GDPR and the Italian Legislative Decree no. 196 dated 30/06/2003, I hereby authorize you to use and process my personal details contained in this document.

Timeline

Investment Advisory

Fideuram - Intesa Sanpaolo Private Banking
2023.03 - Current

Corporate Finance Specialist

ITL
2017.03 - 2022.10

Finance Team Member

Omnium Edu
2015.04 - 2016.12

Accounting Intern

Stefano Marzari - Dottore Commercialista
2014.05 - 2014.07

Accountant

Ergotech
2010.09 - 2010.11

Level II, May 2025 -

CFA, Chartered Financial Analyst

Master’s Degree – Economics -

Università Degli Studi Di Torino

Bachelor’s Degree – International Economics -

Università Degli Studi Di Torino

Mathematics -

High School Antonio Gramsci
  • 03/2024, BLOOMBERG – Bloomberg Market Concepts, 6vRdstP4HGRjjAP3fHc7EHij
  • 08/2022, OCF – Organismo di vigilanza e tenuta dell’albo unico dei Consulenti Finanziari, Milan, Financial Advisor Certification - Action n. 2223 | ID Registration number 630592
  • 06/2023, RUI – Registro Unico Intermediari IVASS, Turin, Registration number E000731633
Carlo Vittorio Pistolesi