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Joseph Opiekun

Joseph Opiekun

Junior Portfolio Manager at Capital Management Corp. /va

Glen Allen, VA , United States

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

OrganizationRoleDate RangeDetails
Capital Management CorporationJunior Portfolio ManagerAug 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 WashingtonOrientation CoordinatorJan 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 WashingtonOrientation LeaderMar 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 ShopCashierMay 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)

NameRoleLocation
Tim Call
Tim Call
President and Chief Investment OfficerGlen Allen, VA , United States
M
Mark Livesay
Portfolio ManagerGlen Allen, VA , United States