Stefano L.

Stefano L.

5.0

(6)

Break Into Top Finance Careers with a CFA-Led Career Coach

CFA Institute Logo

Studied at CFA Institute

IESE Business School Logo

Hiring Manager at IESE Business School

Successful clients at

Available Monday at 8:30 AM UTC

I offer a limited number of sessions each week to ensure depth and quality. I’m generally available on weekdays and respond quickly to requests. If you’re looking for a thoughtful, tailored session, I’d be glad to connect.

Questions? Start chatting with this coach before you get started.

Stefano's Coaching Offerings

Custom hourly · $180/hr

Get help with Cover Letters, General Exploration, and .

Stefano also coaches for Wealth Management, Asset Management, Investment Banking, Communication & Public Speaking, and Life Coaching. View all.

Stefano’s Career Coaching Qualifications

Coaches professionally

Experience level: Director

300+ people coached for Career Coaching

Stefano has helped clients get into these companies:

With a career spanning top financial institutions like PI Financial Corp, Morningstar, HSBC, and Julius Baer, I’ve developed a deep, firsthand understanding of the finance industry across investment banking, asset management, wealth management, and corporate finance. I’ve navigated complex financial landscapes, advised clients on high-stakes decisions, and built a career that blends technical expertise with strategic career planning. In addition to my industry experience, I hold a strong academic foundation, having completed two master’s degrees, one highly quantitative and practical, the other deeply theoretical, along with earning both the CFA and CFP charters. Today, I coach MBA students on securing competitive roles in finance, leveraging industry relationships, and positioning themselves for long-term success. I don’t just understand the finance job market, I shape it. My coaching is rooted in real-world insights, strategic career planning, and a deep commitment to helping professionals unlock their full potential.

Stefano can help with:

Cover Letters

General Exploration

Professional Networking

Skill Building

Salary Negotiation

Networking Strategy

Job Search Strategies

Interview Prep

Career Planning

Personal Branding

Resume Review

Stefano also coaches for Wealth Management, Asset Management, Investment Banking, Communication & Public Speaking, and Life Coaching. View all.

About Stefano

Finance is more than numbers and markets; it shapes how businesses grow, how individuals build security, and how people make some of the most important decisions of their lives. My own path into finance was driven by a deep curiosity about decision making under uncertainty, and by a desire to understand how structure, strategy, and judgment come together in high stakes environments. My background combines rigorous academic training, spanning a demanding bachelor’s degree, two master’s programs, one highly practical and one deeply theoretical, along with professional designations such as the CFA and CFP, with hands on experience across leading financial institutions including PI Financial Corp, Morningstar, HSBC, and Julius Baer. Working across investment banking, asset management, and wealth management gave me a comprehensive view of how finance actually operates, and how different roles, incentives, and personalities interact within the same system. I also bring a strong international and cultural perspective to my work. I have lived and worked across Spain, Australia, Canada, China, Brazil, and Italy, which has shaped how I understand careers, communication, and decision making across different professional and cultural contexts. This perspective allows me to support clients navigating global careers, cross border transitions, and complex international environments with greater clarity and realism. Today, as Head of Finance Careers at IESE, I work closely with MiM and MBA students who are ambitious, capable, and often overwhelmed by the complexity of the finance industry. I help them understand how different areas truly differ, where they fit best, and how to prepare strategically for competitive recruiting processes. What matters most to me is not just helping people land roles, but helping them build confidence, make aligned career choices, and develop a long term mindset that will serve them well throughout their careers. I see finance as a lifelong journey, one that rewards clarity, discipline, and self awareness. My mission is to help others navigate that journey with structure, realism, and purpose.

Why do I coach?

I coach because I know how decisive the right guidance can be at the right moment. Throughout my career, I benefited enormously from mentors who didn’t just teach me technical skills, but helped me think more clearly under pressure, make better long-term decisions, and navigate uncertainty with confidence. Looking back, many of the most important steps in my career were possible because someone took the time to offer perspective, challenge my assumptions, and help me see options I couldn’t see on my own. At the same time, I’ve experienced how overwhelming the finance industry can feel when you’re on your own, especially when expectations are high, paths are unclear, and mistakes feel costly. That combination of structure, competition, and ambiguity is where many talented people get stuck or make misaligned choices. Coaching matters to me because I know how different the experience becomes when you have someone who understands the system and can help you navigate it calmly and strategically. My approach goes beyond helping clients land a role. I focus on long-term career development: building confidence, judgment, and self-awareness so clients can position themselves well, make aligned choices, and grow sustainably over time. Whether someone is breaking into finance, pivoting within the industry, or stepping into leadership, I coach because I want them to move forward with clarity, confidence, and a sense of ownership over their path.

Work Experience

IESE Business School Logo

Director Careers Financial Services

IESE Business School

June 2023 - Present

Hiring Manager

Employer Engagement & Student Advisory for Financial Services & Banking Careers at the Career Development Center

Julius Baer Logo

Investment Advisor - Private Wealth Management

Julius Baer

October 2017 - July 2019

Hiring Manager

Advise high-net-worth families on onshore and offshore investment portfolios

Bradesco Logo

Investment Advisor - Private Bank

Bradesco

January 2017 - August 2017

Advise investment bankers and high-net-worth private clients on offshore financial planning and wealth management

Bradesco Logo

Relationship Officer - Private Bank

Bradesco

October 2015 - December 2016

Provide portfolio, account, and advisory services to private banking clients in a hunter-farmer model with a senior investment banker

HSBC Logo

Private Banking - Leadership Development Program

HSBC

January 2015 - September 2015

Led priority quality enhancement projects for the private bank, including the middle office, the business risk control & compliance, the investment advisory group, and the commercial teams.

Morningstar, Logo

Data Relationship Manager

Morningstar,

September 2013 - January 2015

Education

CFA Institute Logo

CFA Institute

CFA Designation, Finance

The CFA designation is a globally recognized credential in investment management, demonstrating strong expertise in financial analysis, portfolio management, valuation, ethics, and capital markets. It reflects rigorous training and a deep commitment to professional excellence in finance.

IESE Business School Logo

IESE Business School

Master in Research in Management & Finance

2021 - 2023

Grade: 9/10 A highly research-oriented, PhD-track Master’s program focused on advanced quantitative methods, empirical finance, and academic-level research. The program emphasizes rigorous statistical analysis, financial economics, and the production of original research under faculty supervision.

Barcelona Graduate School of Economics Logo

Barcelona Graduate School of Economics

Msc Economics & Finance

2020 - 2021

Grade: A - 9.2/10 A quantitatively intensive Master’s program with a strong focus on econometrics, data science, and financial economics. The curriculum emphasized statistical modeling, causal inference, and applied research using Python and R, combining rigorous economic theory with real-world data analysis.

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Overall Rating

5.0


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