Sign in

You're signed outSign in or to get full access.

Joshua Janssen

Joshua Janssen

Market Research Analyst at Capital Wealth Planning, LLC

Bonita Springs, FL , United States

About

Joshua Janssen is currently a Market Research Analyst at Capital Wealth Planning, LLC, headquartered in Bonita Springs, FL. In this capacity, he is responsible for supporting investment decision-making through comprehensive analysis of market trends, macroeconomic factors, and sector performance, particularly with a focus on U.S. equities and income-oriented strategies as relevant to the firm's core offerings.

Prior to joining Capital Wealth Planning, Joshua served in an analyst capacity at Columbia Pacific Capital Partners and held a long-term operations role as File Clerk at Janssen Law LLC, where he developed valuable skills in data management and organizational efficiency. His career is characterized by analytical rigor and an ability to distill actionable insights from complex financial data sets.

Joshua holds a Bachelor of Business Administration (BBA) with a double major in Finance and Business Intelligence & Analytics from Saint Mary's University of Minnesota. His expertise spans financial markets research and investment analytics, with a demonstrated ability to evaluate and communicate investment opportunities primarily within public equities and dividend strategy sectors.

Career History

OrganizationRoleDate RangeDetails
Capital Wealth Planning, LLCMarket Research AnalystJul 2023 to Present
Columbia Pacific Capital PartnersMay 2023 to Aug 2023
• Researched companies in the technology industry, specifically in the lower middle market. <br>• Helped design presentations, industry reports, buyers and sellers lists, and blog posts for sending ou...
Janssen Law LLCFile ClerkJun 2016 to Jun 2023
Artisan PartnersTemporary AssociateJul 2021 to Aug 2021
• Acquired skills in understanding the client reporting division • Gained insight into large corporate culture
IronHold CapitalInvestment AnalystNov 2020 to Jun 2021
Delaware NorthSupplies runnerOct 2017 to Jan 2019
Assisted in providing products and services for the patrons at Green Bay Packer games
Investing From the 920 PodcastPodcast ProducerApr 2020 to Nov 2020
I created my own investing podcast where I analyze stocks and share information about the companies.
Doug's Take 5Food ServerJun 2020 to Aug 2020

Education

Saint Mary's University of Minnesota

Bachelor of Business Administration - BBA, Finance and Business Intelligence & Analytics Double Major

2019 2023

Notre Dame Academy (Notre Dame de la Baie Academy)

2015 2019

Others at Capital Wealth Planning, LLC (8)

NameRoleLocation
Chad Brand
Chad Brand
West Managing DirectorNewport Beach, CA , United States
J
Jay Fortuna
Managing Director-National Accounts, Senior Vice PresidentNew York, NY , United States
J
Jodi Phillips
Assistant Vice PresidentNaples, FL , United States
J
Josh Miller
Regional Managing DirectorOrlando, FL , United States
Josh Smith
Josh Smith
Lead Portfolio ManagerNaples, FL , United States
R
Ryland Mathews
Trading Systems AnalystTampa, FL , United States
John Piazza
John Piazza
Managing Director | WestFayetteville, GA , United States
Kesia Sondrini
Kesia Sondrini
Managing Director and SVP- Advisor Relationship ManagmentNaples, FL , United States

Similar Fund Managers

NameRoleFundLocation
Ricardo Saias
Ricardo Saias
PartnerCV Advisors LLCNorth Miami Beach, FL , United States
Alan Brief
Alan Brief
PartnerCV Advisors LLCMiami, FL , United States
Arian Mirfakhraee
Arian Mirfakhraee
Portfolio ManagerMoran Wealth Management, LLCNaples, FL , United States
Nicholas Malik
Nicholas Malik
Investment AnalystMoran Wealth Management, LLCNaples, FL , United States
E
Eric Weissman
VPPrivate Capital Management, LLCMiami Beach, FL , United States
Gary Wagner
Gary Wagner
Managing PrincipalPrivate Capital Management, LLCDenver, CO , United States