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Joel H. Email & Phone Number

Financial Advisor at Romagna Wealth Management Group
Location: Menomonee Falls, Wisconsin, United States 8 work roles 2 schools
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Current company
Romagna Wealth Management Group
Role
Financial Advisor
Location
Menomonee Falls, Wisconsin, United States
Company size
1942 employees

Who is Joel H.? Overview

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Quick answer

Joel H. is listed as Financial Advisor at Romagna Wealth Management Group, a company with 1942 employees, based in Menomonee Falls, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Joel H..

Joel H. previously worked as Principal Investor Relations Analyst at Paycor and Senior Portfolio Analyst at Allspring Global Investments. Joel H. holds Certificate Of Executive Leadership, Banking from Graduate School Of Banking At The University Of Wisconsin - Madison.

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Romagna Wealth Management Group

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Profile bio

About Joel H.

Accomplished Senior Portfolio Analyst with over 13 years of experience in navigating complex markets and driving top-tier equity performance, specializing in finance, banking/fintech, and capital markets. Demonstrated leadership in banking, equity research, investments/portfolio management, fostering collaboration and strategic decision-making within diverse, high-stakes environments. Recognized for delivering alpha-generating investment strategies, comprehensive financial analyses, and dynamic market insights.AREAS OF EXPERTISE:- Investments/Portfolio Management- Fundamental/Scenario/Valuation Analysis - Quantitative/Qualitative Analysis- Second-Derivative Thinking- Buy-Side Equity Analysis- Sell-Side Equity Research- Mergers & Acquisitions (M&A)- Financial Modeling- Banking/Fintech - Strategy Development/Execution

Current workplace

Joel H.'s current company

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Romagna Wealth Management Group
Romagna Wealth Management Group
Financial Advisor
Menomonee Falls, WI, US
Website
paycor.com
Employees
1942
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Company profile
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8 roles

Joel H. work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Romagna Wealth Management Group

Menomonee Falls, WI, US

Principal Investor Relations Analyst

Current
Paycor

Cincinnati, Ohio, United States

Aug 2024 - Present

Senior Portfolio Analyst

Allspring Global Investments

Menomonee Falls, Wisconsin, United States

Lead buy-side equity analyst covering Financials, Fintech, Capital Markets, Exchanges, and Software for the Dynamic Growth Equity team (~$10B in AUM). Successfully navigated the Federal Reserve's interest rate hike cycle and was the team's top-performing analyst in 2022. Underwrote new investment ideas within the team's bottoms-up RSU investment.

Jun 2021 - Jun 2024

Equity Research Analyst - Business Services

Stephens

Little Rock, Arkansas, United States

Sell-side equity analyst covering Business Services (Fintech/Payments, Bank Technology, Data) for 19 stocks under coverage, including ACIW, AVLR, CSGP, DNB, EFX, EPAY, EXPGY, FICO, FIS, FISV, GPN, IIIV, JKHY, MA, NCR, QTWO, SQ, PYPL, and V. Voted top research associate in 2020. Promoted to lead analyst in 2021.- Published detailed analysis on NCR.

Jan 2019 - May 2021

Vice President - Executive Management Team

Tri City National Bank

Oak Creek, WI

Selected by Chairman/CEO and President as member of Executive Management Team. Member of Senior Loan Committee, Asset/Liability Committee, and Strategic Planning Committee. Helped develop the bank’s Leadership Development Program, which recruited from various college campuses and developed talent within the bank.- Played a crucial role in managing the.

Apr 2016 - Nov 2018

Equity Research Analyst

Nicholas Company Inc.

Milwaukee, WI

Buy-side equity analyst for Nicholas Funds (~$5 billion in AUM). Generalist focusing on aerospace and defense, automotive, biotechnology/pharmaceuticals, business services (payments), and software (applications and security/infrastructure). - Underwrote investment ideas via the fund’s GARP investment approach by identifying companies with secular growth.

May 2011 - Mar 2016

Teaching Assistant/Tutor

University Of Wisconsin-Milwaukee - Lubar School Of Business

Milwaukee, WI

- Worked with experienced investment professional and instructor/director, Dr. G. Kevin Spellman, CFA.- Tutored/mentored students enrolled in Intermediate Finance (BUS 450): taught students how to analyze a company’s financials and valuation under multiple scenarios.

Sep 2010 - May 2011

Finance Intern

Merrill Lynch

Waukesha, WI

-Provided investing and wealth management analysis for C-level executive clients.-Prospect Wisconsin/Illinois executives to generate leads for wealth management advisors.

Aug 2010 - Nov 2010
Team & coworkers

Colleagues at Romagna Wealth Management Group

Other employees you can reach at paycor.com. View company contacts for 1942 employees →

AS Ashley Shepard Ashley Shepard Colleague at Romagna Wealth Management Group Jacksonville, North Carolina, United States, United States View → AM Alisa Mondragon Alisa Mondragon Colleague at Romagna Wealth Management Group Hebron, Kentucky, United States, United States View → TJ Tom Jordan Tom Jordan Colleague at Romagna Wealth Management Group Greater Phoenix Area, United States, United States View → HM Heather Montag-Bacon Heather Montag-Bacon Colleague at Romagna Wealth Management Group Cincinnati, Ohio, United States, United States View → DL Desiree Lackey Desiree Lackey Colleague at Romagna Wealth Management Group Kannapolis, North Carolina, United States, United States View → RD Ryan Davis Ryan Davis Colleague at Romagna Wealth Management Group Columbus, Ohio, United States, United States View → KS Kaitlyn Straus Kaitlyn Straus Colleague at Romagna Wealth Management Group Cincinnati, Ohio, United States, United States View → TL Tabitha Lee Tabitha Lee Colleague at Romagna Wealth Management Group Dayton, Ohio, United States, United States View → NR Nick Rossi (Cpa) Nick Rossi (Cpa) Colleague at Romagna Wealth Management Group Lake Orion, Michigan, United States, United States View → AS Amber Smith Amber Smith Colleague at Romagna Wealth Management Group Kansas City, Missouri, United States, United States View →
2 education records

Joel H. education

Bachelor Of Business Administration - Bba, Finance, General, Gpa 3.469

University Of Wisconsin-Milwaukee

- CFA University Affiliated investment management training program for a select group of students. - Developed analytical skills, managed.

FAQ

Frequently asked questions about Joel H.

Quick answers generated from the profile data available on this page.

What company does Joel H. work for?

Joel H. works for Romagna Wealth Management Group.

What is Joel H.'s role at Romagna Wealth Management Group?

Joel H. is listed as Financial Advisor at Romagna Wealth Management Group.

Where is Joel H. based?

Joel H. is based in Menomonee Falls, Wisconsin, United States while working with Romagna Wealth Management Group.

What companies has Joel H. worked for?

Joel H. has worked for Romagna Wealth Management Group, Paycor, Allspring Global Investments, Stephens, and Tri City National Bank.

Who are Joel H.'s colleagues at Romagna Wealth Management Group?

Joel H.'s colleagues at Romagna Wealth Management Group include Ashley Shepard, Alisa Mondragon, Tom Jordan, Heather Montag-Bacon, and Desiree Lackey.

How can I contact Joel H.?

You can use AeroLeads to view verified contact signals for Joel H. at Romagna Wealth Management Group, including work email, phone, and LinkedIn data when available.

What schools did Joel H. attend?

Joel H. holds Certificate Of Executive Leadership, Banking from Graduate School Of Banking At The University Of Wisconsin - Madison.

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