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Jason Goepfert

Chief Research Officer, Sundial Capital Research

At a Glance

Jason is our Chief Research Officer. For him, there’s no difference between physical and financial fitness. Both start with just one step and, in the long run, are about staying the course. And Jason should know. He’s a big fan of fitness. When he’s not working, he swims, runs, cycles or skis almost every day to clear his mind. Here, his clear-headed perspective helps investors stay financially fit with a regimen of emotion-free, data-driven research and analysis.

His Street Creds

  • Founder & Chief Research Officer at Sundial Capital Research
  • Operations Manager at Deephaven Capital Management
  • Operations Manager at Wells Fargo Investments
  • Bachelor of Science in Finance and Economics from the University of Minnesota (Carlson School of Management)
  • General Securities Representative, Uniform Securities Agent, Limited Representative - Equity Trader, Registered Options Principal and General Securities Principal from FINRA

His Story

Jason is our Chief Research Officer. For him, there’s no difference between physical and financial fitness. Both start with just one step and, in the long run, are about staying the course. Both, along the way, throw stones, dips, hills, crevices, drops and bumps in your path to trip you up or make you soar. And Jason should know. He’s a big fan of fitness, both inside and outside the office.

When Jason is not working, he swims, runs, cycles or skis almost every day. With every step he takes, his mind gets clearer and clearer. At Sundial Research Capital, his clear-headed perspective helps investors stay financially fit with a regimen of unbiased, data-driven research and analysis.

Born and raised in rural Wisconsin and currently residing near Minneapolis, he’s far from the bustle of Wall Street, giving him the perspective to be a renowned behavioral finance analyst, columnist, author and commentator on a mission: helping investors trade like the pros. The rest of the time he spends with his family, enjoying the outdoors or, more likely, staying fit in yet another triathlon.

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For Jason, helping investors trade with a clear head starts with just one step.

I love to exercise, so I participate in endurance and multi-sport events like triathlons for the sheer joy of it. It provides me with a tremendous sense of fulfilment and balance, which is why I swim, run, cycle or ski almost every day. With every step I take, my mind gets clearer and clearer.
Jason Goepfert
Chief Research Officer, Sundial Capital Research