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Joseph L Pellegrino, CFA - PresidentJoe is the founder and President of P-Squared Capital Management and has over 40 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 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 to and board member of several privately held companies. 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. |
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P-Squared Capital Management the power of perspective |
