Joe Bonfanti heads 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. He is also the Investment Analyst for the 1847 Private Client Group. In his roles, Joe focuses on the analysis of fund-based investment strategies, evaluation of third-party asset managers, portfolio construction decisions for the
Investment Team’s model lineup, and investment platform guidance for individual investors.
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® Charterholder and member of CFA Society Philadelphia.