Damian LoBasso has spent the entirety of his 15 year career in the financial services industry in various investment banking, corporate finance and consulting roles. He is a founding member of Journey Strategic Wealth and as CEO / COO of the firm’s corporate operations, is responsible for overseeing all corporate verticals throughout the firm in addition to leading all strategic growth and M&A initiatives.
Prior to founding Journey, Damian was Founder and CEO of Compass CFO Solutions, the first accounting firm solely dedicated to the wealth management industry. Preceding Compass, Damian was Vice President of alternative asset manager Coventure, and led the finance and accounting divisions of RIA platform services provider Dynasty Financial Partners. He began his career as an investment banker at Deutsche Bank Securities.
Damian regularly speaks at industry conferences on key market trends, optimizing firm operations and M&A, and is a contributor to Forbes and various wealth management publications. He has a degree in accountancy from Providence College where he also played on their Division I soccer team.
Married and living in New Jersey, Damian enjoys staying active with his wife Brielle, daughter Vienna and golden retriever Oliver.