CJW Capital, LLC

Christopher Wiesehan is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with CJW Capital, LLC since 2015. Wiesehan serves as a board member for the Bright Promise Fund for Urban Christian Education, which manages funds for Christian schools in Chicago. CJW Capital is a registered investment adviser serving individuals, institutions, charities, corporations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, constructing portfolios with a mix of low-cost mutual funds, ETFs, and other securities tailored to client needs.

Oscar Varona is a financial advisor at CJW Capital, LLC with eight years of industry experience. He holds the Series 65 designation and has been associated with WieseHan Asset Management Company, LLC d/b/a CJW Capital since 2017. In addition to his advisory role, he serves as a director at Oscar A. Varona PA, an insurance-related business. CJW Capital is a registered investment adviser serving individuals, institutions, charities, corporations, and retirement plans. The firm emphasizes fundamental analysis and long-term investment strategies while incorporating flexibility for shorter-term trades, managing approximately $50.3 million across about 136 clients with a team of four advisors.

David Sopchik is a financial advisor at CJW Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with CJW Capital since 2018 and previously worked at Barnes & Noble Booksellers, Inc. from 2012 to 2019. CJW Capital serves individuals, institutional investors, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, retirement plan advisory, and donor-advised fund management. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing low-cost mutual funds, ETFs, and other securities tailored to client needs.