Dario Giannini, CFA in

Dario Giannini, CFA

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Family Office - Head of Investment Strategy at BANOR SIM
📍 Milan, Lombardy, Italy

Dario Giannini is the Head of Investment Strategy for a Family Office at BANOR SIM, where he has progressed through multiple roles including Equity Analyst and Portfolio Manager. He specializes in asset allocation, liquid investments, and alternatives. He holds a Masters in Economics and Finance and a certification in Java Programming.

Outside of finance, Dario is a self-described "tech geek" with a passion for motorbikes. This interest in technology is also reflected in his professional focus on the IT and online sectors, blending his personal and professional worlds. He values curiosity and continuous learning.

He has a unique combination of expertise in finance and a certified specialization in Java programming.

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Experience
17 Years
Current Role
Family Office - Head of Investment Strategy
Job Level
Mid-senior
Location
Milan, Lombardy, Italy
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dario cares about

Endowment Investing
Discussed the endowment investment model, inspired by large American universities, in a recent podcast appearance, highlighting it as a solution for capital preservation and growth.
Technology Investing
Specialized in the IT and communication services sectors as an analyst and identifies as a "tech geek, " suggesting a deep interest in technology-focused investment opportunities.
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Career

Work history

5-2023
Family Office - Head of Investment Strategy
BANOR SIM
6-2017 - 5-2023
Portfolio Manager
BANOR SIM
8-2009 - 6-2017
Equity Analyst
BANOR SIM
5-2008 - 7-2009
Bloomberg Tutor
University of Milano-Bicocca
9-2007 - 10-2007
Trainee
Banca del Gottardo
In the press

Media appearances

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Education
2007 - 2010
Master in Economics and Finance
Università degli Studi di Milano-Bicocca
2004 - 2007
Economics of Banking
Università degli Studi di Milano-Bicocca
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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