Stefano Bertolini

Senior Portfolio Manager, Butterfield Asset Management

Session: Captive Wealth: Investment Management Strategies for Sustainable Growth

Stefano has nearly 20 years of financial services experience in London. He started his career in wealth management and private banking, later transitioning into sell side equity research with a focus on equities. Prior to joining Butterfield and moving to Bermuda, Stefano worked for a full-service investment banking and capital markets firm as a lead analyst covering the European lodging sector. Stefano is a CFA Charterholder and holds the CFA Investment Management Certificate. He also holds a Masters in Finance (MiF) from London Business School where he was a 2016/2017 winner of the AQR Asset Management Institute Award.