Sauro Locatelli

Director of Quantitative Research at Congress Wealth Management

Sauro Locatelli is the Director of Quantitative Research at Congress Wealth Management. Sauro has over 9 years of experience in the financial industry, including stints at Pinnacle Advisory Group and Congress Wealth Management.

Sauro has a wealth of experience in developing and operating customized quantitative models supporting investment decision-making processes. Sauro is also experienced in top-down macroeconomic analysis in a global framework, with a particular focus on the implications for investments in the U.S. financial, consumer discretionary and utility sectors and related industries.

As a member of Congress Wealth Management's investment team, Sauro is actively involved in the investment decision-making process concerning $1.5 billion in assets under management and $1 billion in assets under advisement.

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Columbia, United States

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Congress Wealth Management

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Congress Wealth Management is a Boston-based, SEC-registered independent investment management firm.