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Joe Bonacci, CFA

Joe Bonacci, CFA

Portfolio Management Associate

As Portfolio Manager, Joseph oversees and manages the firm’s advisory program by implementing the policies and processes formulated by the Investment Committee which he chairs. Prior to joining the firm, he was the Director of Investment Research with a financial advisory practice at Northwestern Mutual. During his tenure Joseph designed, implemented, and managed the entire investment program which successfully invested across a range of asset classes and vehicles including individual stocks, exchange-traded funds, and mutual funds. The investment decision-making process emphasized valuations and quantitative methods while blending a top-down view of where the economy stood at a particular point in its cycle. Earlier in his career, Mr. Bonacci spent time covering large-cap growth stocks at a mutual fund company where he focused on bottom-up stock selection. He also worked as an Investment Analyst with an institutional asset manager. His insights have also appeared in several financial publications including Bloomberg.

Joseph holds a Bachelor of Arts degree from the University of Pittsburgh and earned a Master of Business Administration from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business with concentrations in Finance and Accounting. He is a CFA charter holder.

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