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    We believe in an unbiased,
    independent and objective investment
    approach based on time-tested
    financial principles.”

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    Our team is unique because our
    approach utilizes our diverse expertise
    and insight within a collaborative
    investment model.”

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    We listen and work with you in a
    consultative approach to customize
    investment solutions to best meet your
    needs today, tomorrow and in the future.”

Joseph S. Edelstein, CFA

Joseph S. Edelstein, CFA

Joseph S Edelstein CFA

Equity Research Analyst

Joe Edelstein 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. Joe 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. Joe 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.