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Joseph Bonfanti, CFA®

Joseph Bonfanti, CFA®

Partner

Joe Bonfanti is co-lead of PCG Investment Services and its underlying Investment Team, which oversees a lineup of allocation-driven portfolios built for investors of varying risk profiles and financial situations.  In this role Joe focuses on the analysis of fund-based investment strategies, evaluation of third-party asset managers as well as portfolio construction decisions.

Joe earned his B.A. in Finance and International Business from the Robert H. Smith School of Business at the University of Maryland, College Park. Additionally, he is a CFA® Charter holder and member of CFA Society Philadelphia.