As CEO, CIO, and Portfolio Manager, Joseph is dedicated to making a meaningful impact in people’s lives by aligning his expertise with their goals and values. Raised in a household that valued hard work and financial literacy, he developed a keen ability to recognize opportunities where others may not. Inspired by his father’s emphasis on financial independence, Joseph began studying markets and investing his earnings at a young age. Integrity, strategic insight, and a strong work ethic were formative principles that not only shaped his academic and professional journey, but also continue to guide his leadership at the firm.
Joseph leads the firm’s Investment Committee and Equity Research team, and as CEO, he oversees all business operations. His investment acumen spans asset allocation, risk management, market cycle analysis, and portfolio rebalancing to maintain strategic asset allocations while ensuring full compliance with legal and regulatory standards. He has delivered expert insights on financial markets and investment strategies through appearances on prominent platforms such as FOX Business, NASDAQ TradeTalks, The Claman Countdown, and TD Ameritrade. His featured commentary has also appeared in publications including Private Wealth Magazine, Advisor Perspectives, and Financial Advisor Magazine.
Joseph began his career in financial services in 1997, having worked with Prudential Securities and Smith Barney before becoming a partner with his father at Biondo Investment Advisors in 2004. A graduate of The Wharton School of Business at the University of Pennsylvania, he earned his B.A. in Economics with a concentration in Entrepreneurial Management, Finance and Marketing.
Joseph and his wife reside in Sparta, NJ, with their three children. He is active in various charities and serves as Director of the Ingeborg A. Biondo Memorial Foundation and a member of the Pope John High School Endowment Committee.
You can also check Joseph’s investment advisor background on the SEC’s Investment Adviser Public Disclosure (IAPD)
