Professional Summary
Professional Overview
Michele Cutruneo is the Chief Executive Officer at Essentia Family Office, where he leverages his extensive experience in wealth management and investment advisory to provide personalized solutions for high-net-worth individuals and families. With a strong focus on client service and strategic investment planning, he has established himself as a trusted advisor in the private banking industry.
Experience Summary
Current Role
As the Chief Executive Officer of Essentia Family Office, Michele is responsible for the overall strategic direction and management of the firm. He oversees a team of experienced professionals who deliver customized wealth management, investment, and family office services to a discerning clientele. Under his leadership, Essentia Family Office has established a reputation for delivering exceptional results and personalized attention to its clients.
Career Progression
Prior to his current role, Michele held several senior positions within the wealth management industry. He served as a Senior Client Advisor and Director at Essentia Family Office, where he was instrumental in growing the firm's client base and expanding its service offerings. Before that, he was the Responsabile area Ticino at ZWEI Wealth Experts AG, overseeing the firm's operations and client relationships in the Ticino region of Switzerland.
Earlier in his career, Michele held various roles at UBS, including Client Advisor, Director, and Investment Consulting, Director. He gained valuable experience in investment analysis, portfolio management, and client relationship management. Additionally, he worked as an Investment Specialist and Associate Director at BSI S.A., and as a Financial Analyst in the Investment Service Department at Banca Unione di Credito.
Academic Background
Michele holds a degree from a prestigious university, where he specialized in finance and investment management. His academic achievements and continuous professional development have equipped him with the necessary knowledge and skills to navigate the complexities of the wealth management industry.
Areas of Expertise
- Wealth management and investment advisory
- High-net-worth client servicing
- Family office services
- Strategic investment planning and portfolio optimization
- Regulatory compliance and risk management
- Leadership and team management
Professional Impact
Throughout his career, Michele has demonstrated a proven track record of delivering exceptional client service and driving growth for the organizations he has been a part of. He has been instrumental in expanding Essentia Family Office's client base and enhancing the firm's service offerings, leading to increased client satisfaction and loyalty. Additionally, Michele's industry contributions and thought leadership have earned him recognition within the wealth management community.
Conclusion
With over 15 years of experience in the wealth management industry, Michele Cutruneo is a seasoned professional with a deep understanding of the unique needs of high-net-worth individuals and families. As the Chief Executive Officer of Essentia Family Office, he is committed to providing personalized, innovative solutions that help his clients achieve their financial and personal goals.
