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Joseph Biondo

Joseph Biondo

Founder, Senior Portfolio Manager at Biondo Investment Advisors, LLC

Milford, PA , United States

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

OrganizationRoleDate RangeDetails
Biondo Investment Advisors, LLC*Founder, Senior Portfolio ManagerApr 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 BarneyBranch Office ManagerJul 1993 to Mar 2004
Lehman Brothers Inc.Branch Office ManagerJan 1962 to Jul 1993

Education

New York Institute of Finance

Skills & Expertise

Portfolio Management
Hedge Funds
Investment Advisory
Investments
Asset Management
Investment Management
Mutual Funds
Alternative Investments
Equities
Wealth Management
Management
Asset Managment
Financial Services
Asset Allocation
Investment Strategies
Series 7
Banking
Strategy
Credit
Finance
Financial Advisory
Fixed Income
Capital Markets
Financial Modeling
Securities
Trading
Marketing Strategy
Private Equity
Series 63
Bloomberg
Investment Banking

Others at Biondo Investment Advisors, LLC (2)

NameRoleLocation
Scott Goginsky
Scott Goginsky
Partner*Research Analyst*Portfolio ManagerMilford, PA , United States
Anthony Esposito
Anthony Esposito
Equity Research AssociateSparta Township, NJ , United States

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