Investor Profile
Marco Longo
Partner & Co-founder of Cumulus Wealth
Career Summary
Partner & Co-founder of Cumulus Wealth
Over 23 years of experience in financial markets
Four years in London working for Capital Group
Specialises in wealth management and investment strategies
Active in equity capital markets and portfolio management
Biography
Marco Longo is a seasoned financial professional with over two decades of experience in the financial markets. As a Partner and Co-founder of Cumulus Wealth, he has been instrumental in providing tailored wealth management solutions to a diverse clientele. His international experience includes a four-year tenure in London with Capital Group, where he honed his skills in investment strategies and client relations. Marco’s career is marked by senior roles in financial advisory and wealth management, reflecting his deep understanding of market dynamics and commitment to client success. His expertise encompasses equities advice, portfolio management, and equity capital markets, including initial public offerings (IPOs) and placements. Marco’s approach is characterised by a focus on delivering strong, risk-adjusted returns over the long term, underpinned by transparent fee structures and aligned interests with clients. His educational background includes a Bachelor of Commerce, and he is based in Melbourne, Australia.
Investment focus:
Wealth management
Equity capital markets
Portfolio management
Assistance to Founders:
Providing strategic guidance on capital raising and market entry.
Offering insights into portfolio management and investment strategies.
Facilitating connections within the financial industry.