Mr. Borgioli focuses on comprehensive wealth planning services for individuals, families and foundations. As part of investment management services, Mr. Borgioli designs and builds asset allocation strategies within portfolios to help meet the investment objectives of his clients while actively managing risk. His current research focus is on behavioral finance.
Prior to joining First Republic, Mr. Borgioli was a Senior Investment Manager with Wells Fargo Private Bank where he worked closely with high-net worth individuals, families and foundations. Prior to joining Wells Fargo, Mr. Borgioli was with a Swiss bank in Lugano, Switzerland. Previously, he also was an International Strategy consultant for The Boston Consulting Group. Mr. Borgioli was also a research scientist at NASA’s Jet propulsion Lab in Pasadena, CA.
Mr. Borgioli earned his MBA, cum laude, from Bocconi International School of Management and his advanced degree in Electrical Engineering, cum laude, from the University of Florence, Italy.
Wealth Management Experience: Since 2003
Check the background of this investment professional on FINRA's BrokerCheck.