Philip Francis Rongo
Founder at IBEX Wealth Advisors LLC
Profile
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.
Philip Francis Rongo active positions
Companies | Position | Start |
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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. | Founder | 2012-11-30 |
Training of Philip Francis Rongo
State University of New York at Buffalo | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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