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Fund Team
Team member at Optimize Portugal Golden Opportunities Fund (listed on Movingto Funds)

At a Glance

Role

Senior Investment Manager

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Company

Optimize Investment Partners

Location

Portugal

Fund Type

Other

What to Expect

Can help with

  • Onboarding process questions
  • Documentation requirements
  • KYC/AML procedures
  • General fund inquiries
  • Subscription process guidance

Cannot help with

  • Investment advice or recommendations
  • Legal or tax advice
  • Performance guarantees
  • Personalized financial guidance
  • Suitability assessments

About

Carlos Pinto is Senior Investment Manager at Optimize Investment Partners and part of the core team managing the Optimize Golden Opportunities fund. He began his career in 2007 at Banco Privado Português, joined Optimize in 2010 in back-office and middle-office roles, and moved into the investments team in 2014. He holds a degree in Business Management (ISEG) and a postgraduate in Markets and Financial Assets from INDEG-IUL / ISCTE Executive Education, with around 15–16 years of experience in fi

Connected Fund

Min. Investment

€500,000

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This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto.

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Current Role

Senior Investment Manager

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Education

🎓

Business Management (ISEG) and a postgraduate in Markets and Financial Assets from INDEG-IUL / ISCTE Executive Education at with around 15–16 years of experience in fi

Before you wire EUR 500,000

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