Beyondo Investment Advisors, a Milford, Pa.-headquartered registered investment advisor with approximately $800 million in client assets, has added Luke Barblich to its team of advisors. Barbalich joined the firm from Atlantic Health System, where he served as the Community Outreach Coordinator. He has also been a client of the firm for more than 20 years.
As a career changer, Burblich isn’t bringing his own book of business. But he has been introduced to a number of clients he will be working with, and expects to bring in new ones, said Joseph Biondo Jr., chief investment officer and portfolio manager at the firm.
RIA is a second generation firm founded by Biondo’s father, Joseph Biondo Sr. had done The team broke away from Citigroup in 2004.
Biondo’s focus is investment management; It manages all client assets internally with a research-driven portfolio management team. They also run their own mutual fund, Beyondo Focus Fund (BFONX),
As a former client, Burblich is well acquainted with the firm’s investment philosophy.
“I think it gives him a ton of credibility with our clients or potential clients, that he brings that perspective,” said Biondo Jr. “He knows where they are because he’s been there, and he knows what people are looking for, and can show them how we can solve their financial problems or challenges.”
Biondo Jr. said Barbalich also brings experience to the health care industry, where much of his work involves interacting with people.
“Luke’s background in his former life was connecting with people, families, kids, really understanding them and creating something different for them,” Biondo Jr. said. “His ability to connect with people gives him a huge leg up relative to many other mentors.”
“As a financial advisor, I feel I can continue to help people find a better path by focusing on their financial health and helping them make better decisions,” Burblich said in a statement. “I have been a Bayondo client for many years and have always appreciated the personal touch that Carl, Joe Sr., and Joseph have always brought to their interactions with clients. This is something that I value as a client. and something that I have always tried to emulate.”
