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Joseph Opiekun
Junior Portfolio Manager at Capital Management Corp. /va
About
Joseph Opiekun is a Junior Portfolio Manager at Capital Management Corporation in Glen Allen, Virginia, where he supports investor research, trading, and portfolio management with a particular focus on equity investments. He applies data-driven, multifactor screens to identify companies with superior cash flow growth, targeting undervalued stocks in sectors such as technology, media, telecommunications, and consumer staples, as evidenced by holdings like InterDigital, Tegna, and Alphabet/Google. His work contributes to CMC’s approach to building portfolios that prioritize long-term growth, capital preservation, and recurring cash income for clients.
Prior to joining Capital Management Corporation in 2020, Opiekun held leadership roles at the University of Mary Washington, serving as both Orientation Leader and Orientation Coordinator, where he developed team management and operational skills. He has also been recognized for his specialization in equity research within the firm, highlighting his analytical abilities and sector knowledge.
Joseph earned a Bachelor of Arts in Finance and Financial Management Services from the University of Mary Washington and also studied Finance at The American Business School of Paris. In June 2024 he achieved the Chartered Financial Analyst (CFA) designation, signifying expertise in investment tools, portfolio management, and wealth planning. He is actively engaged in mentoring young professionals and founded his university’s investment club, demonstrating a commitment to advancing financial literacy and industry best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Management Corporation | Junior Portfolio Manager | Aug 2020 to Present | Aid in research to invest our clients in companies with a history of growing free cash flow and good future economic prospects. |
| University of Mary Washington | Orientation Coordinator | Jan 2019 to Aug 2020 | Worked in a team environment to orchestrate summer 2019 and winter 2020 Orientation. Trained 30 Orientation Leaders to lead new freshmen across campus and through a rigorous two-day schedule. Organ... |
| University of Mary Washington | Orientation Leader | Mar 2018 to Jan 2019 | Engaged incoming students on the UMW campus and mentored 15 first- semester freshmen students during the school year and praised for communication skills with the incoming students and my coworkers. |
| 7th Street Sandwich Shop | Cashier | May 2016 to Aug 2016 | I worked as a cashier for a small sandwich shop in downtown Frederick. I took orders, prepared food, and delivered meals to customers. I learned how to please customers and was praised for my excell... |
Education
University of Mary Washington
Bachelor of Arts - BA, Finance and Financial Management Services
2015 — 2020
The American Business school of Paris
Finance
2017 — 2017
Others at Capital Management Corp. /va (2)
| Name | Role | Location |
|---|---|---|
| President and Chief Investment Officer | Glen Allen, VA , United States | |
M Mark Livesay | Portfolio Manager | Glen Allen, VA , United States |
Team at Capital Management Corp. /va
CEOs at Portfolio Companies
Chris Caldwell
Chief Executive Officer • CNXC
Christopher J. Bilotto
President and Chief Executive Officer • SVC
Christopher S. Ripley
President and Chief Executive Officer • SBGI
Hilton H. Howell, Jr.
Executive Chairman and Chief Executive Officer • GTN
Kurt Wolf
President and Chief Executive Officer • PBI