Christopher Wiesehan is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with CJW Capital, LLC since 2015. Wiesehan serves as a board member of the Bright Promise Fund for Urban Christian Education, overseeing investment activities for the fund supporting Christian schools in Chicago. CJW Capital, LLC provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm employs a fundamental, primarily long-term investment approach using diversified mutual funds and ETFs, with flexibility for tactical adjustments and oversight of unaffiliated independent managers.

Oscar Varona is an advisor at CJW Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at CJW Capital since 2017. In addition to his advisory role, he serves as a director for Oscar A. Varona PA, focusing on insurance. CJW Capital provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm’s investment approach combines fundamental analysis with a primarily long-term orientation and incorporates discretionary portfolio management using diversified mutual funds, ETFs, and independent managers.

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.