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Joseph L Pellegrino, CFA - PresidentJoe is the founder and President of P-Squared Capital Management and has over 30 years of investment experience in public and private markets. Joe oversees the firm’s investment process. Through a disciplined and personalized approach, P-Squared manages clients’ capital to achieve their investment goals, with emphasis on stock selection, while carefully managing risk.
Joe founded P-Squared in 2003 to counsel and advise high net worth families. Since that time he has worked with clients to enhance their overall wealth, building portfolios uniquely catered to each client’s specific needs. Joe serves as Chairman of the Board for the Town of Greenwich Retirement System and also as an advisor to the Town of Greenwich’s OPEB Trust. Joe formerly served as the Vice Chairman of the Board of Trustees for Round Hill Community Church and was previously a team leader for corporate transactions at Bankers Trust, EF Hutton, and Dean Witter. Joe has experience investing in company buyouts, private partnerships, venture capital, and real estate. He has been an advisor and board member of several privately held companies and was elected to the Board of Estimate and Taxation to the Town of Greenwich, where he served as Chairman of the Budget Committee. Joe received his BA from Muhlenberg College, an MA from American University, and an MBA from Columbia University. Joe has also earned the CFA designation. Joe can be reached at Joe.Pellegrino@psqrdcm.com |
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P-Squared Capital Management the power of perspective |
