Joe Koster

Senior Advisor at Avenel Financial

Before launching Sorfis Investments in January 2019, Joe served as one of the Managing Members and Co-Portfolio Managers of Boyles Asset Management, LLC from April 2013 until December 2018. He worked for Chanticleer Holdings, Inc. (CHI) as an analyst from June 2005 until April 2013 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, from December 2011 until April 2013. He earned a Bachelor of Science Degree in Business Administration with a concentration in Finance from Coastal Carolina University. Joe is also the editor of the Value Investing World Newsletter.

Timeline

  • Senior Advisor

    Current role

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