Our History
Meet The Team
Jimmy Copell
Fundamental Research Analyst
Jimmy founded JWC Research in 2017 after spending 15 years in the industry. Most recently as an analyst and portfolio manager with Trust & Fiduciary Management, a Registered Investment Advisor. Jimmy received his BA from Boston University and his MA from Creighton University.
Jing Zhou
Fundamental Research Analyst
Jing is a fundamental research analyst at JWC Research. Jing joined JWC Research after her time at Master Shares, an ETF Provider. Jing received a Bachelor's Degree in Applied Mathematics and Masters Degree in Applied Statistics from Syracuse University
Rick Monaco
Fundamental Research Analyst
Rick is a fundamental research analyst at JWC Research. Rick joined JWC Research after his time at Citrin Cooperman as an Accountant and Trust & Fiduciary as a Financial Analyst. Rick received his Bachelor's Degree from Virginia Tech.
Jim Copell
Director of Business Development
Jim brings over 25 years in the industry to JWC Research. Jim's professional career includes several years on the floor of the New York Stock Exchange completing a fundamental discipline developed at Wheat, First, Butcher, Singer. Most recently he was CEO of Master Shares, an ETF Provider.
Konner Gershkoff
Business Development Associate
Konner is a Business Development Associate at JWC Research. Konner joined JWC Research following his May 2017 graduation from The University of Rhode Island, where he received his Bachelor of Science in Business Administration as a Finance major.
Rich Mason
Operations
Rich joined JWC Research in 2017 after spending 10 years as the Chief Operating Officer of Trust & Fiduciary Management Services, a Registered Investment Advisor. Prior to that, Rich spent 18 years with Prudential Securities. Rich received his Bachelor of Science in Business Administration from Montclair State University.
Kristen Grady
Operations