Massimiliano Sorbi
About Massimiliano Sorbi
Massimiliano Sorbi is a Senior Vice President at Lombard Odier Group in Milano, Italia, with over two decades of experience in wealth management and private banking. He has previously held positions at ABN AMRO and BNP Paribas, and he is a member of the Swiss Financial Analysts Association.
Current Role at Lombard Odier Group
Massimiliano Sorbi serves as Senior Vice President at Lombard Odier Group, a position he has held since 2016. He is based in Milano, Italia, and has contributed to the firm for eight years. In this role, he focuses on managing wealth for high-net-worth individuals and families, utilizing his extensive knowledge of international financial markets.
Previous Experience in Private Banking
Before joining Lombard Odier Group, Massimiliano Sorbi worked at BNP Paribas as a Private Banker from 2007 to 2010. He also held a position at ABN AMRO as a Private Banker from 2005 to 2007. His earlier experience includes serving as an Investment Advisor at ABN AMRO from 2002 to 2005, where he developed foundational skills in wealth management.
Education and Certifications
Massimiliano Sorbi studied Business Administration at Università Cattolica del Sacro Cuore from 1998 to 2002. He later obtained the CIIA Certified International Investment Analyst certification from CIIA, completing the program in 2003. Additionally, he achieved the Abilitazione all'attività di Promotore Finanziario in 2015 from Organismo dei Promotori Finanziari.
Membership in Financial Associations
Massimiliano Sorbi is a member of the Swiss Financial Analysts Association. This membership reflects his engagement with the Swiss financial community and underscores his commitment to maintaining professional standards in the financial sector.
Wealth Management Expertise
With over two decades of experience in wealth management and private banking, Massimiliano Sorbi has developed a deep expertise in the financial sector. His career has been marked by a focus on managing wealth for high-net-worth individuals and families, demonstrating his ability to navigate complex financial landscapes.