Dario Giannini, CFA

Critic
DISC Type : C

Family Office - Head of Investment Strategy at BANOR SIM

Milan, Lombardy, Italy

Overview

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.

Personality Overview

Negotiator

Objective Thinker

ROI Driven

They don’t appreciate bells and whistles unless backed by data.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care 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.
Asset Allocation
Leads the development and implementation of asset allocation strategies as a core part of his role, tailoring them to client goals and risk tolerance.

Media Appearances

Dario has no verified media appearances

Work History

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

Education

2007 - 2010
Master in Economics and Finance from Università degli Studi di Milano-Bicocca
2004 - 2007
Economics of Banking from Università degli Studi di Milano-Bicocca

More Information

Social Presence :

Prographics :

Exp : 17 Location : Milan, Lombardy, Italy Job Level : Mid-senior Designation : Family Office - Head of Investment Strategy at BANOR SIM
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Insights For Selling To Dario

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dario is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Dario

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Dario move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Dario take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Dario

Personality Compatibility


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