Joe Berwind

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Consumer Services

Profile

Mr. Joe Berwind is Co-Founder & Director of Research at Research Focus LLC.
Prior to co-founding Research Focus in 2005, Mr. Berwind was previously employed by Bourgeon Capital Management LLC as a Partner and by Marubeni Corporation as a Division Manager in its New York office.
Mr. Berwind received his undergraduate degree in economics from Columbia University in 1991 and his MBA in finance from New York University's Stern School of Business.

Former positions of Joe Berwind

Companies	Position	End
Bourgeon Capital Management LLC Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs.	Analyst-Equity	2004-12-30
Research Focus LLC Research Focus LLC Investment ManagersFinance Provides investment research	Founder	-

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Linked companies

Private companies	4
Bourgeon Capital Management LLC Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon primarily utilizes fundamental analysis when evaluating the merits of a potential investment. The firm’s decisions about the securities that they purchase or recommend for each client are based on their evaluation of the investment objectives of the client and any investment restrictions that the client has imposed. Bourgeon’s investment strategy includes the objective of a broad degree of issuer diversification. Generally, their clients authorize them to invest their assets primarily in publicly traded securities and shares of mutual funds and ETFs.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Research Focus LLC Research Focus LLC Investment ManagersFinance Provides investment research	Finance

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