Philip Francis Rongo
Oprichter bij IBEX Wealth Advisors LLC
Profiel
Mr. Philip F.
Rongo, Jr., is a Managing Director at IBEX Wealth Advisors LLC.
He co-founded the firm.
Mr. Rongo began his investment career at IDS Financial Services in 1992.
In 1995, IDS Financial Services was purchased by American Express Financial Advisors, where in addition to serving clients, he became responsible for the oversight of 35+ financial advisors.
In 1997, he co-founded a small, independent investment firm.
Mr. Rongo obtained BS in International Trade and Economics at the State University of New York at Buffalo.
He earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations from the American College.
Actieve functies van Philip Francis Rongo
| Bedrijven | Functie | Begin |
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IBEX Wealth Advisors LLC
 IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Oprichter | 01-12-2012 |
Opleiding van Philip Francis Rongo
| State University of New York at Buffalo | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Finance |
