Joe Bonfanti is a Partner and Investment Analyst at 1847 Private Client Group where he leads investment research efforts and focuses on developing and implementing financial plans, investment portfolios, and risk management strategies with clients. He thoroughly enjoys educating and helping clients take a more proactive approach to their financial futures. Joe also heads 1847Financial’s Investment Department and its underlying Investment Committee. In this role, he assists other advisors of the firm and their clients with the evaluation, implementation, and oversight of various investment advisory platforms and strategies.
Joe is a graduate of the University of Maryland, College Park with a BA degree in Finance and International Business. He is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Institute and CFA Society of Philadelphia. Joe currently resides in Philadelphia, PA. When he is not hard at work, you can find him overanalyzing 76ers games, playing sports that he is extremely average at, or spending time with friends and family.