![Joel Stephen Edstrom](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>)
Joel Stephen Edstrom
Fondateur chez
Wescap Management Group, Inc.
Profil
Mr. Joel S.
Edstrom, CFA, is a Founder & President at WESCAP Management Group, Inc. He co-founded Wescap Group in 1988 and has over 34 years of investment management and financial planning experience.
Prior to establishing the firm, Mr. Edstrom was the West Coast Manager for Asset Management Group, a national investment advisory and financial planning firm.
He served as a Peace Corps volunteer in Ethiopia from 1968 through 1970.
Mr. Edstrom received Bachelor of Environmental Design (1973) and Bachelor of Civil Engineering (1974) degrees from the University of Minnesota.
He obtained his Masters of Business Administration from UCLA in 1980.
He is a licensed Civil Engineer and a Chartered Financial Analyst-1986.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Postes actifs de Joel Stephen Edstrom
| Sociétés | Poste | Début |
|---|---|---|
Wescap Management Group, Inc.
 Wescap Management Group, Inc. Investment ManagersFinance WESCAP Group is a contrarian, value-based investor that aims to achieve outstanding risk-adjusted returns across a range of market conditions. The firm seeks under-appreciated assets with a high likelihood of solid long-term returns. They primarily provide advice on mutual funds and Exchange Traded Funds (ETFs) and employ an open architecture, proactive, balanced approach. | Fondateur | 01/01/1988 |
Formation de Joel Stephen Edstrom
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wescap Management Group, Inc.
Wescap Management Group, Inc. Investment ManagersFinance WESCAP Group is a contrarian, value-based investor that aims to achieve outstanding risk-adjusted returns across a range of market conditions. The firm seeks under-appreciated assets with a high likelihood of solid long-term returns. They primarily provide advice on mutual funds and Exchange Traded Funds (ETFs) and employ an open architecture, proactive, balanced approach. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
