Julian P. Falcioni

I am a Financial Planner on the March Wealth Advisory Team at Barnum Financial Group. Before joining the team, I spent several years at ARK Investment Management, where I focused on portfolio strategy, macroeconomic research, and trading in the public markets. That experience gave me a strong foundation in institutional investing, which I now use to help individuals build and preserve wealth with greater clarity and intention.

I moved into financial advising after realizing that many people, even those doing well financially, were not receiving the kind of strategic guidance typically available to large institutions. I joined March Wealth because I saw in Chuck and Marcello a deep commitment to transparency, thoughtful planning, and putting clients first. These are values I believe in and strive to reflect in my work. My goal is to help clients feel clear, confident, and in control of their financial decisions with a plan that reflects what matters most to them.

I graduated summa cum laude from Fairfield University with a degree in Economics and continue to stay involved through alumni and mentorship programs. I am also an Ambassador for the Macro Institute and a member of the CFA Society.

In 2019, I was honored to receive the Symmetry Partners Investments Award, and my work has been featured in publications such as Hedgeweek and Institutional Investor. I also had the opportunity to present research at the Federal Reserve Bank of New York, which shaped how I think about the markets today.

Outside of work, I enjoy CrossFit and Olympic weightlifting, studying macroeconomic trends, traveling to Italy, and spending time at the beach in Saint Petersburg, Florida. I also enjoy history and cooking, and I bring the same curiosity and discipline to those interests as I do to my work with clients.

Julian is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. 

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