Doug Mongiardo is a Certified Financial Planner® based in Manhattan and Garden City, New York. Having grown up watching Steelview develop firsthand, he cultivated an early interest in investing.
Doug attended Franklin & Marshall College, where he earned a bachelor's degree in business and played for the lacrosse team. After graduating, he began his career in Morgan Stanley's Wealth Management division, then gained institutional investment experience at Baillie Gifford, the Edinburgh-based investment management firm. He joined Ross at Steelview Wealth Management in early 2024, where he focuses on delivering financial planning and investment management solutions to clients.
In his free time, he enjoys playing sports recreationally, traveling, and remains a loyal supporter of the New York Jets.