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Damian Lo Basso

Managing Partner at Journey Strategic Wealth

Damian Lo Basso is an experienced financial executive with a strong background in wealth management and investment advisory services. He served as Managing Partner & CFO at Journey Strategic Wealth from May 2021 to May 2024.1 Currently, he holds the position of Chief Financial Officer at Apollon Wealth Management, which he started in July 2024.12

Lo Basso's career highlights include:

  1. Founding member of Journey Strategic Wealth, a $4 billion Registered Investment Advisory firm.1
  2. Founder of Compass CFO Solutions, LLC, which became an industry leader in outsourced CFO and bookkeeping services for Registered Investment Advisors.1
  3. Vice President at CoVenture, where he founded and managed two of the world's first cryptocurrency hedge funds.1
  4. Vice President at Dynasty Financial Partners.1
  5. Investment Banking Associate at Deutsche Bank Securities, where he assisted in structuring and placing over $50 billion in new ABS issuance.1

Lo Basso is known for his expertise in M&A, having executed more than 50 transactions with firms ranging from $50M to $5B in assets under management.3 His experience spans structured finance, financial risk, corporate finance, valuation, and due diligence.1

At Apollon Wealth Management, Lo Basso oversees M&A, financial planning and analysis, internal budgeting, and reporting activities, reporting directly to the CEO.2

Highlights

Nov 8 · dakota.com
Report: Apollon Recruits Former Journey, Dynasty Exec As CFO
May 11 · globenewswire.com
Journey Strategic Wealth Appoints M&A Expert Damian Lo
Journey Strategic Wealth Appoints M&A Expert Damian Lo
Jun 9 · capitalgroup.com
$9bn Apollon hires Damian Lo Basso as CFO - Capital Group

Related Questions

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Damian Lo Basso
Damian Lo Basso, photo 1
Damian Lo Basso, photo 2
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Location

New York, New York, United States