Joseph Masino

Joseph Masino, age 29, is currently an Associate at Pennington Partners & Co., based in Washington, DC, where he works closely with entrepreneurial families and founders to provide tailored investment strategies and holistic wealth advisory services. His role includes client relationship management and supporting the firm’s commitment to bespoke solutions for high-net-worth individuals, particularly within alternative investments, exit planning, and generational wealth management.

Joseph focuses on advising clients across diverse sectors, including real assets—with an emphasis on real estate—and alternative investment vehicles, aiming to deliver sophisticated and tax-advantaged strategies suitable for complex wealth structures. His expertise spans investment advisory, personal financial administration, and direct deal structuring for multi-generational families.

Prior to joining Pennington Partners & Co. in May 2024, Joseph held positions as an Associate Advisor at JFG Family Office and as a Management Consultant at Rios Partners, gaining experience in dynamic advisory environments and strategic consulting. He earned his Bachelor of Business Administration (BBA) in Finance & Economics from Ithaca College, further strengthening his financial analysis and investment management credentials. His approach is shaped by a strong client-service ethos and a dedication to advancing innovative wealth solutions.