Phil Luongo

Phil Luongo is a seasoned financial services professional with extensive experience in investment management technology. Currently serving as a Charles River consultant specializing in Fixed Income Product Development since July 2023, Phil has collaborated with business users on requirements and user workflows at Newbridge Associates since May 2016. Prior roles include Charles River IMS Consultant at State Street and Implementation Manager at Silverlink Communications and Charles River Development, where responsibility encompassed end-to-end implementation of investment management software and multi-channeled communication solutions. Phil's career began in asset management and client portfolio coordination, with a solid educational foundation comprising a BS in Criminal Justice and Business Management from Westfield State University.