Patrizio Urciuoli, CFA
Patrizio is responsible for ensuring that LMI’s investing activities collectively maximize long term risk adjusted total returns, fully leveraging Liberty Mutual’s competitive advantages while optimizing for Liberty’s unique constraints. He partners with the Chief Investment Officer to set portfolio strategy and asset allocation for the $85bn general account. His team is accountable for designing and implementing an investment process integrating macro trends, a cross-asset lens, and the unique complexities and needs of the insurance business. His organization directly manages LMG’s pension plan, public equity portfolio, asset allocation overlay portfolio, and oversees the asset allocation and relationship management of all international affiliated entities. Patrizio also drives strategic initiatives that impact investment strategy across the broader Enterprise, such as Environmental, Social, and Corporate Governance (ESG) integration, capital allocation, M&A, industry intelligence.
Patrizio joined Liberty Mutual Investments in 2006, holding various roles with increasing responsibilities within the organization. Prior to the current role, Patrizio was Head of Investment Client Solutions. He has been a faculty member and lecturer at Boston University since 2006.
Patrizio has a degree in Statistics, Actuarial and Financial Science from Rome University La Sapienza, and an M.S. in Actuarial Science with Mathematical Finance concentration from Boston University. He holds a CFA designation and is a Fully Qualified Actuary of the “Ordine Nazionale Degli Attuari” ISOA.