Client Login 800.541.0170


> 513.661.3100
> Email Me

> PDF Bio
> VCard

Joseph S. Edelstein, CFA

Research Analyst

Research, Cincinnati

Joe joined Johnson Investment Counsel in 2017 as a Research Analyst. Before joining the firm, he served as Vice President at Stephens Inc. Prior to that, Joe was as a Summer Equity Analyst at Invesco Ltd. and held equity research roles at BMO Capital Markets and Raymond James Financial. Joe graduated with a BSBA, cum laude, from the University of Arkansas and he holds an MBA from Emory University. He earned the Chartered Financial Analyst designation in 2010.

Relevant Work Experience:

Stephens Inc., Vice President
Invesco Ltd., Summer Equity Analyst
BMO Capital Markets, Associate
Raymond James Financial, Associate


Emory University, M.B.A. Finance & Strategy
University of Arkansas, B.S.B.A. Finance

Memberships & Affiliations:

Chicago CFA Society

Cincinnati CFA Society

Consumer Analyst Group of New York (CAGNY)

Highlights & Recognitions:

The Wall Street Transcript (TWST) Interview: Selective Stock Picking in the Healthy Living Space (8/26/16)
CNBC Interview: Roller Coaster Stocks (6/16/16)