Patrick Rissi, CFA

Co-Founder arvy | Wir bauen die App fürs Investieren, der wir unser eigenes Geld anvertrauen

Zurich, Zurich, Switzerland

About

Vom Finanzjob zum Unternehmer – mit der Mission, möglichst viele Menschen davon zu überzeugen, dass Investieren kein Hexenwerk ist und wirklich für jede und jeden funktioniert. Mit arvy wollen wir zeigen: Investieren kann einfach, verständlich und sogar spannend sein.

Experience

  • Co-Founder at arvy
    Feb 2023 - Present · 3 yrs 5 mos

    Das „vy“ in arvy steht für "Voyage" und repräsentiert unsere gemeinsame Mission: langfristiges Investieren zu vereinfachen, es verständlich zu machen und den Zugang zu professionellen Anlagestrategien zu demokratisieren. Mit unserer Methode „Good Story & Good Chart“, die wir in den letzten 10 Jahren entwickelt haben, konzentrieren wir uns auf Qualitätsunternehmen und den nachhaltigen Aufbau von Kapital.

  • Founder at Brainie
    Mar 2022 - Present · 4 yrs 4 mos

    At Brainie, we provide affordable & comprehensive digital exam prep for sustainability-related certifications, supporting learners in 52 countries. Whether you're preparing for the CFA® ESG, GARP SCR®, or SASB FSA exams, we offer in-depth study materials and realistic mock exams to ensure your success. As an official CFA Institute Prep Provider and GARP Exam Prep Provider, Brainie is committed to helping professionals excel in the growing field of sustainable finance.

  • Investment Manager at Tramondo Investment Partners AG
    Jun 2021 - Jan 2023 · 1 yr 8 mos

    As Co-Fund Manager of a flagship equity product with over $150M in assets and Lead Fund Manager of a European equity product managing $20M, I bring a deep focus on global equities and ESG integration. My work spans detailed equity research and investment idea generation, supporting the Wealth Management Investment Committee, while acting as an internal equity competence center. Additionally, I provide tailored portfolio management for family office clients, aligning investment strategies with sustainability principles.

  • UBS (6 yrs 4 mos)
    • Institutional Equity Sales
      Sep 2019 - May 2021 · 1 yr 9 mos

      As part of the Swiss & European Equity Sales team at UBS Investment Bank, I specialized in covering Tier-1 and Tier-2 institutional clients in Zurich and Geneva. With a focus on Swiss and European equities, I have consistently ranked in the top quartile of the Alpha Capture Programme, delivering value to institutional clients and hedge funds through long/short strategies with a European and Swiss market focus.

    • Equity Sales Trader
      Aug 2015 - Aug 2019 · 4 yrs 1 mo

    • Internship Equity Sales Trading
      Feb 2015 - Jul 2015 · 6 mos

  • Univar (4 yrs 3 mos)
    • Account Manager
      Aug 2011 - Aug 2012 · 1 yr 1 mo

    • Apprentice
      Jun 2008 - Jul 2011 · 3 yrs 2 mos