ALWAYS IN FIRST LINE
CEO and co-founder
Graduated in business administration at the University of Applied Sciences of Southern Switzerland, he worked as private banker
for over 15 years at UBS Wealth Management in Zurich and Lugano following private clients based mainly in Switzerland, Italy and UK. From 2007 to 2014 he was head of the Private Banking division of the Banca Stato: an institution fully owned by Republic and State of Canton Ticino. Co-founder and co-owner of Goldberg & Partners S.A., he operates as CEO and, in the same time, he advises clients mainly based in Europe and Middle East.
Over 25 years of experience in the financial sector, he began his career at UBS Wealth Management managing various units of Private Banking in London and Lugano. Former CEO and co-founder of a financial advisory firm based in Switzerland and specialized
in the management of US customers, today is a partner of the Goldberg Group acting as senior external counselor of Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the
SEC (Securities Exchange Commission) and managing customers considered “US-Person”.
Partner and Chief investment Officer