Fishbowl and Plank from back - Summer 0055

About Us

Founded as an independent investment management firm in 2004, our portfolio management team has been managing money since 1991. Drawing from our foundation of experience, we provide personalized solutions to achieve our client’s financial goals. Our firm is dedicated to a philosophy of outperforming the market.

Our core principles:

  • Dedication to providing clients with investment and insurance solutions tailored to their specific objectives
  • Belief that investment opportunities are based on individual companies, not the markets
  • Commitment to invest alongside our clients

The Biondo Group provides exceptional client relationships. We treat each client relationship as a partnership committed to the significant responsibility of investing for their financial well-being. Our investment approach is based on a deep understanding of the client’s financial goals in order to implement a plan that is easy to understand and consistently monitor. By remaining true to our investment approach we have achieved financial success for clients through various market cycles.

 

The Team

Our team’s experience and expertise provides a range of services usually available only through much larger institutions. Our people are passionately committed to developing and maintaining “partner” relationships with clients, and to the highest standards of personalized counsel and service.

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Joseph R. Biondo

Founder, Senior Portfolio Manager

 

Joseph P. Biondo

Chief Executive Officer, Chief Investment Officer,                               Portfolio Manager

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Karl A. Wagner III

Partner, Director of Business Development

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Scott A. Goginsky, CFA

Research Analyst and Portfolio Manager

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Eugenia S. Pavek

Vice President, Chief Compliance Officer

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Genevieve C. Cornell

Vice President, Director Operations

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Patrice M. Singleton

Director, Administration & Human Resources,                                             Chief Information Security Officer

 

Nancy L. Conklin

Director, Finance and Administrative Services

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Alexandra G. Bogusta, CIPM

Performance Analyst, Registered Associate

Kyle Clark

 

Kyle Clark

Business Development Associate

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Cynthia S. Day

Operations and Compliance Assistant

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Nicole Dutkus

Client Service Representative

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Jennifer L. Jarvis

Portfolio Manager Assistant

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Linda M. Smith

Administrative Associate