Carlos Pinto
Senior Investment Manager at Optimize Investment Partners
At a Glance
Role
Senior Investment Manager
Company
Optimize Investment Partners
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
This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto. For inquiries, please contact the fund directly.
Read full disclaimerCurrent Role
Senior Investment Manager
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