Joseph Vinso is a control person of SGL Investment Advisors and directly owns under 5% of it. Joseph Vinso holds an MBA from Central Michigan University and a Ph.D. in Business Administration (Finance) from the University of Michigan. Joseph Vinso studied B.Chem.E. at Cornell University.
SGL Investment Advisors is an investment adviser based in Missoula, MT, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $440 million, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
Joseph D. Vinso is a Board Member of SG Long Financial. He taught finance at The Wharton School and the University of Southern California and served as the Donald and Carol Jean Byrnes professor of finance and accounting at the University of Montana. Vinso is president of Financial Resources Management, a firm specializing in financial valuations, and has served on the SG Long Financial Board for over 10 years.
- CRD
- 1499661
- Firm
- SGL Investment Advisors · CRD 145167
- Role
- Director
- In role since
- February 2006 · 20 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Missoula, MT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sglongfinancial.com
Where does Joseph Vinso work?
Joseph Vinso has been Director of SGL Investment Advisors, Inc. since February 2006, and is a control person of the firm.
How can I verify Joseph Vinso’s record?
Joseph Vinso’s role is listed on SGL Investment Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 145167.
