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.
Current role
Director of Quantitative Research at Vernal Point Advisors
Director of Quantitative Research at Echo Street Capital Management
Director of Quantitative Research at The Farnsworth Group
Director Of Quantitative Research at Guidepoint
Director Of Quantitative Research at M3 Global Research