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Gabriele Rocchi
Partner & Co-founder at Studio Gabriele Rocchi - Consulenza d'Investimento Indipendente
Professional Background
Gabriele Rocchi is a distinguished professional in the field of independent investment consulting and financial planning, recognized for his commitment to building lasting relationships with clients founded on shared ideas, values, and methodologies. As the Partner and Co-Founder of Studio Gabriele Rocchi, Gabriele has established a consultancy that emphasizes the importance of long-term goals and ongoing collaboration. Their approach is characterized by thorough portfolio analysis and the selection of investments that align with academically supported strategies, aiming to minimize the costs and commissions commonly associated with financial services.
In his previous roles, Gabriele has accumulated a wealth of experience in various financial sectors. He co-founded Studio Rocchi Ghilardi Nuti, and held positions at reputable organizations such as FinecoBank and Zurich Investments as a Financial Advisor. His diverse background also includes a tenure as a Consultant at Rowland Italia, where he honed his advisory skills, and an Admin & Finance Manager role at Cargill. Notably, Gabriele began his career as a Senior Auditor at Ernst & Young, providing him with vital expertise in assessing financial health and compliance within organizations.
Gabriele's philosophy in investment advisory centers on ethics, honesty, and professionalism. He believes that financial services should be governed by an analytical approach that prioritizes the clients' best interests. This conviction underpins his strategic methodologies, which revolve around careful cost analysis and performance measurement, ensuring clients receive exceptional service that is not only results-driven but also aligned with their financial aspirations.
Education and Achievements
Gabriele Rocchi's academic journey laid a significant foundation for his impressive career in finance. He began his education at Liceo Classico Carducci and subsequently transferred to Istituto Leone XIII, where he refined his analytical and critical thinking skills, essential for a career in finance. He further pursued higher education at Università Bocconi, a renowned institution known for its excellence in economics and business administration.
His dedication to continuous improvement and academic rigor has contributed to Gabriele's deep understanding of investment strategies and financial markets. This background has not only equipped him with the knowledge required for effective financial advisory but has also instilled a sense of ethical responsibility towards his clients. Gabriele's commitment to ongoing education and staying informed about financial trends ensures that he provides his clients with the most accurate and relevant advice available.
Achievements
Gabriele is a registered member of the Italian Register of Financial Advisors, specifically in the section for Independent Financial Advisors, following the resolution OCF n. 989 of December 20, 2018. This accreditation reflects his professional qualifications and adherence to the highest standards in the field of finance.
In his career span, Gabriele has successfully built a solid portfolio of satisfied clients who benefit from his expertise in portfolio evaluation, asset allocation, and comprehensive financial planning. He is known for his ability to provide clients with invaluable education regarding investment strategies while ensuring ongoing monitoring of their portfolios. Gabriele's specialties also include cost analysis, performance definition, stock, bond, and hedge selection, as well as family office services and macroeconomic assessments. His holistic approach to investment advisement positions him as a trusted partner for individuals looking to navigate the complex world of finance responsibly and effectively.