ASSET CONSULTING GROUP
Joseph Luongo is a seasoned finance professional currently serving as a Performance Analyst at Asset Consulting Group since July 2019, where expertise in customized investment advice contributes to the firm's success. Prior experience includes a role as Senior Specialist in Client Services at Stifel Financial Corp., providing support to clients and branch offices. Joseph has also completed multiple internships in notable firms, including Asset Consulting Group, Family Holdings, Oppenheimer & Co. Inc., Merrill Lynch, and Bank of America, with a focus on equity research, financial analysis, and trading strategies. Joseph holds a Bachelor of Arts in Economics from Lawrence University, obtained in 2017.
ASSET CONSULTING GROUP
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 100 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.