Joe S. Kunkle

Joe S. Kunkle

Head Research Analyst

Joe is the head research analyst at Relativity Capital.  He utilizes a multi-prong approach to identify the investment opportunities for the Hawk Portfolios.  Joe plays a significant role in the full portfolio construction including developing the value-added option strategies.  He utilizes a unique research approach of combining his innovative theme based fundamental foundation with institutional option flow and then implements it all with technical analysis to manage risk.  He has been investing for privately developing his strategies for over 17 years and since entering the industry is always evolving his approach by developing new metrics/tools for analyzing markets and especially individual themes and the securities that drive them.

How He Got Here

Joe graduated from Bentley University in 2005 with a Bachelor’s of Science in Finance, and in 2007 at Boston University with a Master’s of Science in Investment Management.  After completing his Master’s, Joe moved from State Street to Thompson Global which was then bought by Reuters.  Joe worked as an Equity Analyst for Thomson-Reuters on a new venture titled Thomson Squawk-Box  providing a wide array of live market analysis which included, but was not limited to swing trades, long-term trades, monitoring of the options market, option trading strategies, sector analysis, conference call coverage, earnings previews, trading tools, intraday trades, and other trading strategies.  From there, he created the Trader’s Hub, an interactive chat room via Reuters Messaging, where he provided live daily market coverage and trade ideas to the top traders at more than 50 institutions and hedge funds.  He left that venture in 2008 and launched OptionsHawk, Inc. (www.OptionsHawk.com) where he provides market analysis, proprietary security research, event-driven option strategies, and multiple investment tools/resources for his subscribers.  His work has been featured at multiple media outlets including the Wall Street Journal, Barron’s, Bloomberg, and Reuters.  OptionsHawk, Inc. is unaffiliated with Relativity Capital Advisors, LLC.

Family and Community

Joe lives in a small community in Pennsylvania with his wife Elena and two children, Ayla and Jaxton.  When not digging through what is driving the markets, Joe spends his off time with his family enjoying Nature.  Hiking, Fishing and Hunting are favorites when time permits, not to mention he is an avid sports fan of all types.

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