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May 11, 2021
Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management...
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Summit, N.J., May 11, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the addition of Damian Lo Basso as managing partner. In this role, Lo Basso will head finance, operations, and mergers and acquisitions for Journey as the firm continues to expand its industry-disruptive approach...
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Damian Lo Basso is moving on from the outsourced CFO services firm he founded to join an upstart RIA. Lo Basso (pictured), formerly the chief executive of Compass CFO Solutions, has joined Journey Strategic Wealth, a Summit, N.J.-based firm with roughly $2.7bn in client assets under management.
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