Joe Edelstein, CFA

Joe Edelstein, CFA

Research Analyst

Mr. Edelstein joined Johnson Investment Counsel in 2017 as a Research Analyst and is a member of the SMID Cap Core Strategy Team. In this role, Mr. Edelstein is responsible for the Consumer Discretionary and Consumer Staples sectors. Before joining the firm, he served as Vice President at Stephens Inc. Prior to that, Mr. Edelstein was as a Summer Equity Analyst at Invesco Ltd. and held equity research roles at BMO Capital Markets and Raymond James Financial. He graduated with a B.S.B.A., cum laude, from the University of Arkansas, holds an M.B.A. from Emory University and holds the Chartered Financial Analyst designation.