Joseph S. Edelstein, CFA

Joseph S. Edelstein, CFA

Research Analyst
Asset Management, 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 (CFA) 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

Community Involvement

Falconpath Capital
Advisory Council


Chicago CFA Society
Cincinnati CFA Society
Consumer Analyst Group of New York (CAGNY)

Highlights & Recognition

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)