Joel Fortney, Cfa, Cpwa®

Joel Fortney, Cfa, Cpwa® Email and Phone Number

CEO & Managing Principal, Stategy Capital LP | Entrepreneur @ Stategy Capital LP
Joel Fortney, Cfa, Cpwa®'s Location
Des Moines, Iowa, United States, United States
Joel Fortney, Cfa, Cpwa®'s Contact Details

Joel Fortney, Cfa, Cpwa® personal email

About Joel Fortney, Cfa, Cpwa®

Joel Fortney is Co-Founder and CEO of Stategy Capital LP headquartered in Denver, Colorado. Stategy Capital LP is an alternative investment management firm specializing in global macro strategies. Leaning on more than four decades of combined investment management, academic thought leadership, and world-recognized econometric forecasting expertise, the firm is pioneering a new approach to macro investing focused on generating positive asymmetric returns with lower volatility across market cycles. Prior to launching Stategy Capital LP, he was Portfolio Manager of U.S. mid- and large-cap equities at Principal Global Investors managing assets of over $5Bn. During his investment management career, he has consistently leveraged sophisticated quantitative and qualitative research to generate investment returns for a top-tier institutional client list.Joel earned an MBA from the University of Chicago Booth School of Business with concentrations in Econometrics & Statistics, Economics, and Finance. He is a CFA® charterholder, a Certified Private Wealth Advisor ®, and has completed executive education at the Harvard Kennedy School in partnership with the CFA Institute. He is a contributor on Bloomberg Radio, CNBC, The Wall Street Journal, Bloomberg/Businessweek, and a guest speaker at the Bloomberg Portfolio Manager Mash-Up featuring behavioral finance topics.Joel and his wife China own an enterprise of companies including Koios Management Group, Koios Real Estate, Salon Spa W, and Ultra Skin Science. They are actively involved in the Des Moines community supporting non-profit organizations and efforts that strive to improve the quality of life of all. He has been actively involved in charitable campaigns, leadership, and financial governance and remains dedicated to philanthropic support for our community.

Joel Fortney, Cfa, Cpwa®'s Current Company Details
Stategy Capital LP

Stategy Capital Lp

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CEO & Managing Principal, Stategy Capital LP | Entrepreneur
Joel Fortney, Cfa, Cpwa® Work Experience Details
  • Stategy Capital Lp
    Co-Founder | Chief Executive Officer
    Stategy Capital Lp Oct 2020 - Present
    Denver, Colorado, United States
  • Principal Asset Management
    Portfolio Manager | U.S. Mid-And Large-Cap Strategies
    Principal Asset Management Dec 2014 - Mar 2018
    Des Moines, Iowa Area
  • Principal Asset Management
    Portfolio Manager | Mid-Cap Value Strategy
    Principal Asset Management Jul 2011 - Dec 2014
    Des Moines, Ia
  • Principal Asset Management
    Equity Research Analyst
    Principal Asset Management Mar 2005 - Jul 2011
    Greater Chicago Area; Des Moines, Ia
  • Principal Asset Management
    Portfolio Management Assistant
    Principal Asset Management Jun 2001 - Mar 2005
    Des Moines, Iowa Area
  • Janus Capital Group
    Investor Service Representative
    Janus Capital Group Jun 1999 - Aug 2000
    Greater Denver Area

Joel Fortney, Cfa, Cpwa® Skills

Portfolio Management Equities Investments Equity Research Mutual Funds Asset Management Valuation Investment Management Financial Modeling Finance Alternative Investments Capital Markets Quantitative Analytics Analysis Strategy Corporate Finance Economics Asset Managment

Joel Fortney, Cfa, Cpwa® Education Details

Frequently Asked Questions about Joel Fortney, Cfa, Cpwa®

What company does Joel Fortney, Cfa, Cpwa® work for?

Joel Fortney, Cfa, Cpwa® works for Stategy Capital Lp

What is Joel Fortney, Cfa, Cpwa®'s role at the current company?

Joel Fortney, Cfa, Cpwa®'s current role is CEO & Managing Principal, Stategy Capital LP | Entrepreneur.

What is Joel Fortney, Cfa, Cpwa®'s email address?

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What is Joel Fortney, Cfa, Cpwa®'s direct phone number?

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What schools did Joel Fortney, Cfa, Cpwa® attend?

Joel Fortney, Cfa, Cpwa® attended The University Of Chicago Booth School Of Business, Harvard Kennedy School Of Government, The University Of Iowa Tippie College Of Business.

What skills is Joel Fortney, Cfa, Cpwa® known for?

Joel Fortney, Cfa, Cpwa® has skills like Portfolio Management, Equities, Investments, Equity Research, Mutual Funds, Asset Management, Valuation, Investment Management, Financial Modeling, Finance, Alternative Investments, Capital Markets.

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