Joe Koster
Joe began his investing career in 2005 as a Financial Analyst, and first became a Portfolio Manager in 2007. Before launching Sorfis Investments in January 2019, Joe was one of the Managing Members and Co-Portfolio Managers of Boyles Asset Management, worked for Chanticleer Holdings, Inc. (CHI) as an analyst, and served as Co-Portfolio Manager for Chanticleer Advisors, a wholly-owned subsidiary of CHI. Joe also served as Co-Portfolio Manager and Chief Compliance Officer of another CHI subsidiary, Chanticleer Investment Partners. He earned a Bachelor of Science Degree in Business Administration with a concentration in Finance from Coastal Carolina University, where he has also served on the Board of the Wall Fellows Program and the Finance and Economics Advisory Board. Joe is also the editor of the Value Investing World Newsletter.
Email: joe@sorfis.com
Phone: (440) 696-0130 x1
