Joseph Luongo

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.