Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundOver 20 years’ experience in the investment industry.
As an investment advisor delivering an institutional investment approach to affluent clients.
As a senior equity analyst covered a broad range of global stocks in the financial sector, consumer staples, consumer cyclical and industrial services. Top-ranked analyst by Bloomberg and widely respected among investors. Strong track record in managing portfolios and identifying excellent investment opportunities.
Financial analysis experience with outstanding financial modelling and accounting skills. Developed capital models, long & short investment models and sophisticated valuations models.
Carlo holds a Master of Financial Analysis & Investment Management (M.Fin.) and Master of Science in Economics (M.Sc.). He has earned the Chartered Investment Manager (CIM®) designation, an industry standard for investment professionals. He holds the CEFA designation (RBA) and certificate in Advanced Investment Advice.
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