John M. Longo, CFA

Chartered Financial Analyst

The Chartered Financial Analyst Program is a graduate level self-study program offered by the CFA Institute to investment and financial professionals...

, PhD

Doctor of Philosophy

Doctor of Philosophy, abbreviated as Ph.D., PhD, D.Phil., or DPhil , in English-speaking countries, is a postgraduate academic degree awarded by universities...

, is an American investment strategist

Investment strategy

In finance, an investment strategy is a set of rules, behaviors or procedures, designed to guide an investor's selection of an investment portfolio...

, educator, editor

Editing

Editing is the process of selecting and preparing written, visual, audible, and film media used to convey information through the processes of correction, condensation, organization, and other modifications performed with an intention of producing a correct, consistent, accurate, and complete...

, speaker and author

Author

An author is broadly defined as "the person who originates or gives existence to anything" and that authorship determines responsibility for what is created. Narrowly defined, an author is the originator of any written work.-Legal significance:...

.

Academic Background

Longo is a Clinical Associate Professor of Finance at Rutgers Business School

Rutgers University

Rutgers, The State University of New Jersey , is the largest institution for higher education in New Jersey, United States. It was originally chartered as Queen's College in 1766. It is the eighth-oldest college in the United States and one of the nine Colonial colleges founded before the American...

 and has taught in their undergraduate, MBA, Executive MBA, and International Executive MBA programs for more than a decade. He received his PhD/MBA in Finance from Rutgers University in 1995.

Rutgers lists the following as his areas of expertise:

• Hedge Funds
  Hedge fund
  A hedge fund is a private pool of capital actively managed by an investment adviser. Hedge funds are only open for investment to a limited number of accredited or qualified investors who meet criteria set by regulators. These investors can be institutions, such as pension funds, university...
  
  
• Behavioral Finance
• Investor Psychology
• Investment Strategy
• Portfolio Management
• Stock Markets
  Stock market
  A stock market or equity market is a public entity for the trading of company stock and derivatives at an agreed price; these are securities listed on a stock exchange as well as those only traded privately.The size of the world stock market was estimated at about $36.6 trillion...
  
  
• Valuation
  Valuation (finance)
  In finance, valuation is the process of estimating what something is worth. Items that are usually valued are a financial asset or liability. Valuations can be done on assets or on liabilities...
  
  
• Trading
  Stock trader
  A stock trader or a stock investor is an individual or firm who buys and sells stocks in the financial markets. Many stock traders will trade bonds as well...
  
  
• Artificial Intelligence
  Artificial intelligence
  Artificial intelligence is the intelligence of machines and the branch of computer science that aims to create it. AI textbooks define the field as "the study and design of intelligent agents" where an intelligent agent is a system that perceives its environment and takes actions that maximize its...
  
  
• High Net Worth Investors
  High net worth individual
  A high-net-worth individual is a person with a high net worth. In the private banking business, these individuals typically are defined as having investable assets in excess of US$1 million. As explained below, the U.S...
  
  
• Financial Planning
  Financial plan
  In general usage, a financial plan is a series of steps which are carried out, or goals that are accomplished, which relate to an individual's or a business's financial affairs. This often includes a budget which organizes an individual's finances and sometimes includes a series of steps or...
  
  

Work History

Longo is the chair of the investment committee and a Senior Vice President of Investment Strategy at The MDE Group, a New Jersey

New Jersey

New Jersey is a state in the Northeastern and Middle Atlantic regions of the United States. , its population was 8,791,894. It is bordered on the north and east by the state of New York, on the southeast and south by the Atlantic Ocean, on the west by Pennsylvania and on the southwest by Delaware...

-based wealth management

Wealth management

Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services...

 firm with more than $1.3 billion in assets under management

Assets under management

Assets under management is a financial term used denote the market value of funds being managed by a financial instutition on behalf of its clients, investors, depositors, etc. This metric is a sign of size and success against competition...

. He also co-authors many of the firms white paper

White paper

A white paper is an authoritative report or guide that helps solve a problem. White papers are used to educate readers and help people make decisions, and are often requested and used in politics, policy, business, and technical fields. In commercial use, the term has also come to refer to...

s and speaks on behalf of the firm around the country. Previously, Longo was a Vice President at Merrill Lynch

Merrill Lynch

Merrill Lynch is the wealth management division of Bank of America. With over 15,000 financial advisors and $2.2 trillion in client assets it is the world's largest brokerage. Formerly known as Merrill Lynch & Co., Inc., prior to 2009 the firm was publicly owned and traded on the New York...

 & Co., Inc. where he created and managed investment strategies for Merrill Lynch's Strategy Power product.

Risk 3.0

Longo has been integral in the development of The MDE Group’s Risk 3.0 approach to investing. Risk 3.0 was launched as a “risk-centric approach to investing that … addresses the current challenging investment environment.” The MDE Group’s investment strategies were subsequently covered in the Wall Street Journal in an article titled “A Focus on Preservation.”

Longo has also aided MDE CEO Mitchell Eichen

Mitchell D. Eichen

Mitchell D. Eichen is the founder and CEO of , a New York- and New Jersey-based wealth management firm, and Risk 3.0 Asset Management, an asset management firm.-Early career:...

 in the launch Risk 3.0 as a platform of investment solutions for other advisors. These solutions include Planned Return Strategy, Accelerated Return Strategy and Third Rail Strategy.

Editorial Work and Authorship

Longo is a member of the Editorial Boards of The Investment Professional and The Journal of Performance Measurement and has written several articles for the Journal of Financial Planning

Financial Planning Association

The Financial Planning Association , created in 2000 through the merger of the Institute of Certified Financial Planners and the International Association for Financial Planning , is a leadership and advocacy organization for those who provide, support and benefit from financial planning...

, including “The Future of Hedge Funds: Five Emerging Trends” and “The Future of Wealth Management: Incorporating Behavioral Finance into Your Practice.” He is also the author/editor of Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance, which was published in March 2009. The book focuses on generating and understanding investment performance for hedge funds and examines the emerging markets of Brazil

Brazil

Brazil , officially the Federative Republic of Brazil , is the largest country in South America. It is the world's fifth largest country, both by geographical area and by population with over 192 million people...

, Russia

Russia

Russia or , officially known as both Russia and the Russian Federation , is a country in northern Eurasia. It is a federal semi-presidential republic, comprising 83 federal subjects...

, India

India

India , officially the Republic of India , is a country in South Asia. It is the seventh-largest country by geographical area, the second-most populous country with over 1.2 billion people, and the most populous democracy in the world...

 and China

China

Chinese civilization may refer to:* China for more general discussion of the country.* Chinese culture* Greater China, the transnational community of ethnic Chinese.* History of China* Sinosphere, the area historically affected by Chinese culture...

.

In 2011, Longo was named to the Advisory Board of the Bloomberg Institute to aid in the development of the new Bloomberg Aptitude Test.

Appearances

Longo is frequently quoted in the financial media and has appeared on CNBC

CNBC

CNBC is a satellite and cable television business news channel in the U.S., owned and operated by NBCUniversal. The network and its international spinoffs cover business headlines and provide live coverage of financial markets. The combined reach of CNBC and its siblings is 390 million viewers...

 and Bloomberg Television

Bloomberg Television

Bloomberg Television is a 24-hour global network broadcasting business and financial news. It is distributed globally, reaching over 200 million homes worldwide. It is owned and operated by Bloomberg L.P...

.