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Jonmichael Dolgetta
Portfolio Analyst at Advanced Portfolio Management, LLC
About
Jonmichael Dolgetta is a Portfolio Analyst at Advanced Portfolio Management in New York City, where he supports portfolio analysis and investment strategy development for institutional and high-net-worth clients. His current responsibilities emphasize multi-asset portfolio construction, risk analytics, and integrating alternative investments into client portfolios.
Prior to joining Advanced Portfolio Management in 2023, Jonmichael served as an Investment Associate and, earlier, as an Investment Analyst at Octavian Capital Partners, where he gained extensive experience in private equity, credit, and alternatives sectors. His investment focus has included alternative investments, with specific exposure to private equity and multi-asset strategies.
Jonmichael holds a Bachelor of Science in Finance with a Concentration in Alternative Investments from Fordham University. He is recognized for his analytical expertise and deep commitment to innovative investment solutions within the alternative asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advanced Portfolio Management | Portfolio Analyst | May 2023 to Present | — |
| Octavian Capital Partners | Investment Associate | Jan 2022 to May 2023 | — |
| Octavian Capital Partners | Investment Analyst | May 2020 to Jan 2022 | — |
| Hirschfeld Properties, LLC | Acquisition Analyst | Jan 2020 to May 2020 | — |
| Value Partners Group | Acquisition Analyst | Aug 2019 to Dec 2019 | — |
| Rosewood Realty Group | Investment Sales Intern | Jun 2019 to Aug 2019 | — |
| ADCO Realty | Property Manager | Jun 2016 to Aug 2018 | — |
| CMP Contracting Inc | Project Manager | Jun 2014 to Aug 2018 | — |
| AXA Advisors, LLC | Wealth Management Intern | Sep 2017 to Jan 2018 | — |
Education
Fordham University
Bachelor of Science (BS), Finance with a Concentration in Alternative Investments
2016 — 2020
Others at Advanced Portfolio Management, LLC (6)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
M Matthew Hansen | Principal | New York, NY , United States |
 | Chief Social Investment Officer | New York, NY , United States |
R Rahul Kakar | Chief Investment Officer | New York, NY , United States |
R Richard Fu | Investment Analyst | New York, NY , United States |
S Shashvat Shah | Quantitative Analyst | New York, NY , United States |
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