Joseph Shane Contorno

Employer firm

T2 Asset Management, LLC CRD 167714

$180M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → Present
  T2 Asset Management, Llc
  Oakbrook Terrace, IL
• 12/2015 → 04/2017
  Jurs Montgomery
  Pittsford, NY
• 04/2017 → 11/2023
  The Strategic Coach
  Rosemont, IL

Previous Registrations

• 2010-06-01 → 2015-12-31
  Contorno Capital Management Llc
  Elburn, IL
• 2010-06-01 → 2014-12-31
  Contorno Capital Management Llc
  Elburn, IL
• 2014-01-17 → 2014-08-06
  Highpoint Planning Partners
  Downers Grove, IL
• 2007-05-30 → 2010-04-19
  Charles Schwab & Co., Inc.
  Naperville, IL
• 2005-08-12 → 2007-05-14
  Ameriprise Advisor Services, Inc.
  St. Charles, IL
  St. Charles, IL
• 2002-03-08 → 2005-08-29
  Morgan Stanley Dw Inc.
  Lisle, IL

Exams

• S66 Uniform Combined State Law Examination
  2001-07-27

Other Names

• Joseph Contorno
• Jody Contorno