Joe Menconi

Former Principal & Director, Research Team at JMG Financial Group Ltd.

Joe Menconi

Joe Menconi

Former Principal & Director, Research Team at JMG Financial Group Ltd.

Biography

Joseph Michael Menconi is former Principal at JMG Financial Group Ltd. Mr. Menconi received an MBA and an undergraduate degree from Northern Illinois University.

Overview
RelSci Relationships

50

Number of Boards

1

Number of Awards

1

Contact Data
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Relationships
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Adjunct Professor, Personal Financial Planning & Accounting at DeVry University - Keller Graduate School of Management

Relationship likelihood: Strong

Principal & Chief Investment Officer at JMG Financial Group Ltd.

Relationship likelihood: Strong

Principal at JMG Financial Group Ltd.

Relationship likelihood: Strong

Principal at JMG Financial Group Ltd.

Relationship likelihood: Strong

Former Vice President, Financial Advisory Services Division at Continental Bank (Plymouth Meeting)

Relationship likelihood: Strong

Senior Research Analyst at JMG Financial Group Ltd.

Relationship likelihood: Strong

Principal at JMG Financial Group Ltd.

Relationship likelihood: Strong

Shareholder, Chief Operating Officer & Secretary at JMG Financial Group Ltd.

Relationship likelihood: Strong

Chief Executive Officer at JMG Financial Group Ltd.

Relationship likelihood: Strong

Principal & Chief Compliance Officer at JMG Financial Group Ltd.

Relationship likelihood: Strong

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Joe Menconi
Former Principal & Director, Research Team at JMG Financial Group Ltd.
Education
BS in Finance & Economics

Chartered in 1895, Northern Illinois University first opened its doors in 1899 as the Northern Illinois State Normal School solely to prepare college-educated teachers. The university has since grown into a world-class university that attracts students from around the globe while still serving the northern Illinois region. We remain deeply committed to preparing teachers and providing an excellent and affordable higher education to Illinois families.

MBA in Finance

NIU College of Business students enjoy an engaging campus experience from a college that is nationally recognized in academic and industry circles for its award winning and dedicated scholar-teachers, personalized student advising, state-of-the-art facilities, active involvement with the business community, and outstanding curricula that narrows the gap between thinking and application.

Memberships
Member

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Principal & Director, Research Team
1996 - 2020

JMG uses different methods of security analysis such as fundamental and technical. Their primary investment strategy is strategic asset allocation. In implementing investment advice, they may utilize different investment strategies such as long-term purchases and short-term purchases. JMG primarily allocates client investment assets among various individual equity (stocks) and fixed income securities, mutual funds, ETFs, ETNs, private funds, and unaffiliated sub-advisors, on a discretionary and non-discretionary basis.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations

Joe Menconi is affiliated with JMG Financial Group Ltd.

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