Profil
Mr. Joseph S.
Edelstein, CFA MBA, is an Equity Research Analyst at Isthmus Partners LLC.
He Joined firm in 2022.
Mr. Edelstein joining the firm, he served as a Research Analyst at Johnson Investment Counsel, Inc. as the lead consumer staples and consumer discretionary analyst where he supported the large cap equity income strategy, was a voting member of the small-mid cap core equity product team, and co-managed a concentrated large cap growth strategy.
Joe previously served as Vice President/Research Analyst at Stephens Inc. where he developed and led the Healthy Living practice, having first joined as a Research Associate following business school.
Joe has also held equity research roles at BMO Capital Markets and Raymond James Financial.
He graduated with a BSBA, cum laude, degree from The University of Arkansas and an MBA from Emory University’s Goizueta Business School.
Aktive Positionen von Joe Edelstein
Unternehmen | Position | Beginn |
---|---|---|
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Analyst-Equity | 01.05.2022 |
Ehemalige bekannte Positionen von Joe Edelstein
Unternehmen | Position | Ende |
---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Analyst-Equity | 01.05.2022 |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Analyst-Equity | 30.06.2009 |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Analyst-Equity | 19.03.2007 |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | - |
Ausbildung von Joe Edelstein
Emory University | Masters Business Admin |
University of Arkansas System | Undergraduate Degree |
The University of Arkansas | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Finance |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |