![Joe Edelstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Joseph S.
Edelstein, CFA MBA, is a Senior Equity Analyst at Isthmus Partners LLC.
He joined Isthmus Partners in 2022 and is responsible for conducting domestic equity research.
Before 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.
He 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.
He 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.
He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the Madison CFA Society.
Postes actifs de Joe Edelstein
| Sociétés | Poste | Début |
|---|---|---|
Isthmus Partners LLC
 Isthmus Partners LLC Investment ManagersFinance Isthmus Partners is an active manager and is responsible for security selection and diversification of all assets. The firm offers three domestic equity stock strategies: Large-Cap Core Equity, Small/Mid-Cap Core Equity and Small-Cap Core Equity. They also manage fixed income (bonds) and an international stock strategy that utilizes mutual funds and ETFs. Isthmus Partners will sell when a stock meets their target price or when their investment thesis changes. | Analyst-Equity | 01/05/2022 |
Anciens postes connus de Joe Edelstein
| Sociétés | Poste | Fin |
|---|---|---|
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Analyst-Equity | 01/05/2022 |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/06/2009 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 19/03/2007 |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Joe Edelstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Isthmus Partners is an active manager and is responsible for security selection and diversification of all assets. The firm offers three domestic equity stock strategies: Large-Cap Core Equity, Small/Mid-Cap Core Equity and Small-Cap Core Equity. They also manage fixed income (bonds) and an international stock strategy that utilizes mutual funds and ETFs. Isthmus Partners will sell when a stock meets their target price or when their investment thesis changes. | Finance |
