You're signed outSign in or to get full access.
About
John Angelica is an Equity Analyst at Bernzott Capital Advisors based in New York, NY, where he specializes in conducting fundamental equity research and providing investment recommendations. In this capacity, he is responsible for in-depth analysis of public equity markets, with a focus on identifying value opportunities for the firm’s portfolios.
John's specific sector and asset class expertise centers on U.S. small and mid-cap equities, reflecting Bernzott Capital Advisors' core investment strategies. He performs primary research, financial modeling, and industry-level analysis to uncover underappreciated companies within these segments. His work supports the firm’s value-oriented investment approach and contributes to its reputation for diligent bottom-up stock selection.
Prior to joining Bernzott Capital Advisors in June 2022, John held leadership roles in nonprofit financial education, serving as Chapter President and Tutor at First Generation Investors at Boston College. He holds a Bachelor of Arts in Economics and a Finance minor from Boston College's Carroll School of Management, providing a strong foundation in financial markets and economic analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bernzott Capital Advisors | Equity Analyst | Jun 2022 to Present | — |
| First Generation Investors | Boston College Chapter President | Jun 2022 to Present | Oversee all operations of the Boston College Chapter of FGI, including recruiting high school student participants, recruiting, training, and leading college volunteers, raising funds, and delivering ... |
| First Generation Investors | Tutor | Sep 2021 to Jun 2022 | First Generation Investors (FGI) is a non-profit 501(c)3 organization that teaches high school students in underserved communities the power of investing and brings classroom lessons to life by provid... |
| Investors Bank | Corporate Finance and Strategy and Accounting Intern | Jun 2021 to Aug 2021 | -Worked closely with the accounting systems team. -Worked with the Bank's financial applications including Prologue General Ledger, Frontier Reconciliations and Nautilus AP Workflow. -Extensive work i... |
Education
Boston College Carroll School of Management
Minor, Finance
2020 — 2024
Boston College
Bachelor of Arts - BA, Economics
2020 — 2024
Seton Hall Preparatory School
2016 — 2020
Others at Bernzott Capital Advisors (3)
| Name | Role | Location |
|---|---|---|
J Jeffrey Karansky | Portfolio Manager and Analyst | Winter Park, FL , United States |
P Peter Banks | President | Camarillo, CA , United States |
R Robert Fitzpatrick | Portfolio Manager/Analyst | Boston, MA , United States |
