People, roles, responsibilities

Staff

The current team at TM & PARTNERS SCF combines financial expertise, risk management, and specialized professional skills. Individual team members remain recognizable and roles are clearly defined, while a shared methodology ensures consistent and coherent work in addressing diverse client needs.

Organization.

Recognizable expertise, defined responsibilities.

TM & PARTNERS SCF aims to avoid being an impersonal organization: professional relationships are built on people, their experience, and the responsibilities they assume. At the same time, individual work is integrated into shared processes of analysis, monitoring, and collaboration.

This approach allows us to leverage specialized expertise without creating isolated silos. When a situation calls for diverse skills, the client retains a unified overview and benefits from a structure capable of coordinating the necessary contributions.

Current Team

Nine people, complementary skill sets.

Each profile reflects a unique professional journey. Financial advisory, analysis, business management, pension planning, insurance, real estate, and administration work together when a situation requires diverse perspectives. You can learn more about the team members and their areas of expertise in their individual profiles.

Fabrizio Tito

Fabrizio Tito

Founder, Director, and Compliance Officer

Independent financial advisor, statutory auditor, and Certified Financial Planner; he assists families, businesses, and institutions with wealth management decisions.

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Luca Morena

Luca Morena

Founder, Director, and Head of Advisory

Financial analyst and independent advisor; he coordinates analysis and the advisory process for private clients, businesses, and institutions.

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Elia Giannotti

Elia Giannotti

Independent financial advisor and Risk & Portfolio Analyst

He specializes in portfolio analysis, risk management, and financial planning.

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Marco Agostini

Marco Agostini

Independent financial advisor (Corporate Division)

He brings experience in administration, accounting processes, and ERP management systems to the corporate division.

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Raffaele Galdelli

Raffaele Galdelli

Independent financial advisor for individuals and businesses

Assists individuals and businesses with goal-based planning, drawing on experience in credit and insurance protection.

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Andrea Rossi

Andrea Rossi

Pension consultant and AIEF financial educator

Manages pension and financial planning with a focus on long-term goals.

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Marianna Loccarini

Marianna Loccarini

Administration and control

Oversees the organization's administrative and control activities.

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Laura Sabbatini

Laura Sabbatini

Real estate consultant and Real Estate & Tourism Advisor

Focuses on real estate value enhancement, tourism, and projects for property owners, investors, and industry professionals.

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Roberto Bevilacqua

Roberto Bevilacqua

Insurance consultant and broker

Specialist in personal and corporate risk and insurance coverage.

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Join the team

A career path at TM & PARTNERS SCF.

Discover opportunities for advisors, analysts, and administrative staff.

Careers
Do you have a question about your wealth or a topic you would like to discuss? Contact us for information or an initial conversation about your circumstances.
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