Mario A. Veneroso
Partner | Wealth Manager
Mario focuses his practice on the spectrum of complex wealth issues that face high-net-worth investors and institutions, corporate retirement plans and foundations. His triadic approach of fundamental, quantitative and technical analysis helps clients mitigate risk while helping them meet their financial objectives. He joined Kingsview Asset Management in 2019 as a lead investment strategist of the team at the firm’s Woodbury, NY office.
As a licensed attorney in New York State, Mario prides himself on being a diligent student of “life and the markets”. His wealth management process incorporates financial planning, prudent investment strategies and putting clients’ interests first. He was named by New York Magazine as a “Five Star Wealth Manager in NYC” (2015) and was featured in the Forbes Magazine article “Investing with a Safety Net” (2014).
Mario entered the financial services industry in 2010 and transitioned his business to Wells Fargo Advisors in 2012. During Mario’s tenure at Wells Fargo Advisors, he attained his Series 9 & 10 (Principal Examination) licenses and completed his Portfolio Management Designation. Mario was also trained by William J. O’Neil (founder of Investor’s Business Daily) and completed the IBD Portfolio Management classes in fundamental and technical analysis (Level I, II, & III).
Mario earned his Juris Doctorate at Hofstra University School of Law and is a graduate of Stony Brook University with a Bachelor of Science in Business Administration. Mario resides on Long Island, NY with his fiancée, Amy. Mario enjoys reading during his spare time. He also loves collecting and playing guitars, especially the blues.