Services: Outsourced Investment Officer – OIO
- $2,000/month
- OIO: Brian J. Kapp, CFA
- Outsourced Investment Officer, OIO
- Independent investment committee member
- Investment strategist
- Economist
- Analyst
- Publisher
- You may add Brian J. Kapp, CFA and stoxdox, Inc. to your media properties under investment team
- Experience:
- 19 years as a CFA (2006 to today)
- 20 years as a registered investment advisor (1996 to 2016)
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- Merrill Lynch
- UBS
- Kapp/Scanlon Financial Group
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- 14 years as a discretionary portfolio manager within RIAs, global equities and fixed income (2002 to 2016)
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- UBS
- Kapp/Scanlon Financial Group
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- 12 years as a general partner managing multifamily and vacation real estate targeting Southwestern PA (2008 to 2020)
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- Oasis Capital
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- 5 years as the CEO and co-founder producing investment research and content for the consumer market
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- stoxdox, Inc.
- Wilmington NC
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- Education
- Carnegie Mellon University, Pittsburgh, PA
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- BS in Industrial Management
- BS in Economics
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- Carnegie Mellon University, Pittsburgh, PA
- Research & Content
- A full-spectrum, full-cycle, and global perspective
- The highest quality, unbiased, professional analysis
- Timely research and analysis delivered in an actionable format
- Regular market outlook reports as conditions change
- Our macro reports include a broad market outlook, sector updates, and relative asset class opportunities
- Timely research and insight into individual stocks, sectors, and asset classes
- Individual stock research on demand
- Custom research on demand
What People Are Saying: Research & Content
“This article is exceptional… Brian, an amazing job.”
“…Excellent article even if it doesn’t tell me what I want to hear…”
“Thank you. This article contains more factual numbers and analysis than the previous 10 on this stock combined…”
“Excellent article. The argument is based on solid and original research. The presentation of pertinent data is clear and logical and carried in a dispassionate manner – rarity. Thank you for publishing.”
“You have written an excellent article. When I was only 1/3 of the way through it, I was impressed beyond belief. One of the best I have ever read, sincerely…”
“Tremendous work. Applause. I have been interested in this company and it is now a screaming buy. Cheers.”
“…This is an excellent, very thorough analysis. Great work by you!”
“Truly a masterpiece analysis.”
“Outstanding summary and valuation synopsis.”
“Superb analysis with a balanced perspective.”
“I’ve rarely read a more in-depth offering over the past 5 years. Well-done, author.”
“Nice job of presenting a full and honest analysis…”
“What a terrific write up thanks for bringing the stock to my attention.”
“… Thank you so much for this insight. I find it incredibly useful…”
Become a stoxdox – OIO member today or contact us for more information.