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Joseph Biondo
Founder, Senior Portfolio Manager at Biondo Investment Advisors, LLC
About
Joseph R. Biondo is the Founder and Senior Portfolio Manager at Biondo Investment Advisors, LLC, headquartered in Milford, Pennsylvania. He co-founded the firm in 2004 and plays a central role in portfolio management, client strategy, and guiding the investment team. Under his leadership, the firm manages over $1.1 billion in assets and provides holistic financial planning services to individuals, families, and businesses.
Mr. Biondo's investment expertise centers on company-specific equity research and portfolio construction, emphasizing in-depth analysis of corporate management and fundamentals. He is committed to long-term, client-aligned investing, focusing on sectors where rigorous company selection adds value rather than following broad market trends. Biondo Investment Advisors' approach reflects his belief in thorough research and direct investment in quality businesses.
Mr. Biondo began his financial career in brokerage operations before founding his own firm, gaining extensive experience as a Branch Office Manager at major Wall Street institutions. He is a graduate of the New York Institute of Finance, adding technical depth to his practical experience. His notable achievement as founder and senior portfolio manager of a regionally recognized wealth management firm underscores his significant contributions to client service and ethical investment strategy in the financial services industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Biondo Investment Advisors, LLC* | Founder, Senior Portfolio Manager | Apr 2004 to Present | Biondo Investment Advisors, LLC is a comprehensive financial services firm with expertise in portfolio construction, asset allocation and holistic financial planning in managing client resources. |
| Salomon Smith Barney | Branch Office Manager | Jul 1993 to Mar 2004 | — |
| Lehman Brothers Inc. | Branch Office Manager | Jan 1962 to Jul 1993 | — |
Education
New York Institute of Finance
Skills & Expertise
Others at Biondo Investment Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner*Research Analyst*Portfolio Manager | Milford, PA , United States | |
| Equity Research Associate | Sparta Township, NJ , United States |
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