Jason Goepfert is the chief research analyst and founder of SentimenTrader (Sundial Capital Research), a subscription-based suite of analysis, tools and research products that are designed to provide actionable trading insights to investors, traders and financial advisors.For over 25 years, Jason has provided sentiment analysis through a variety of reports with SentimenTrader. He currently writes the SentimentEdge Report, a cornerstone update that is regularly referenced in the Wall Street Journal, Forbes, The New York Times and others. He also shares his own portfolio and quantitative rationale in PortfolioEdge, offering readers an opportunity to see how a veteran investor manages his trades.Jason is passionate about providing data-driven analysis that relies on indicators and quantitative research over the emotionally-influenced alternatives often found in media and on “The Street.” Since starting SentimenTrader, Jason has added to his roster of analysts and data experts and now leads one of the most trusted teams of financial experts in the market.
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ConsultantWhite Oak Consultancy Llc Jan 2023 - Present -
FounderSundial Capital Research, Inc. Apr 2001 - PresentGreater Minneapolis-St. Paul Area
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Head Of Research DepartmentSundial Capital Research, Inc. Jul 2021 - Jul 2023
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Operations ManagerDeephaven Capital Management Apr 2000 - Sep 2000 -
Operations ManagerWells Fargo Investments Aug 1995 - Jan 2000
Jason Goepfert Education Details
Frequently Asked Questions about Jason Goepfert
What company does Jason Goepfert work for?
Jason Goepfert works for White Oak Consultancy Llc
What is Jason Goepfert's role at the current company?
Jason Goepfert's current role is Consultant.
What schools did Jason Goepfert attend?
Jason Goepfert attended University Of Minnesota - Carlson School Of Management.
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