About the Founder
Craig James “CJ” Coletta, CFA CMT CHP
Craig James “CJ” Coletta, started in the investment business nearly two decades ago. CJ began his career on Wall Street after obtaining his Bachelor of Science in Business Administration/Accounting from Rider University and passing the CPA exam in 1992. He set out to become an analyst taking a multidisciplinary approach utilizing both fundamental and technical research and spent years studying the markets.
Through his rigorous on-going education, CJ has earned the industry designations of Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT), and Certified Hedge Fund Professional (CHP) which required advanced coursework in technical analysis, hedge funds, securities management, and the investment decision-making process. He is one of the few investment advisors in the country who has also earned the designation CAN SLIM® Certified Expert, which required an intensive study of the CAN SLIM® Investment System.
Mr. Coletta is a member of the AICPA, CFA Institute, Market Technicians Association, New York Society of Security Analysts, Professional Risk Managers Institute, and the Society of Quantitative Analysts.
John Albert Wouters, FRM CMT
John Wouters, FRM CMT graduated with a BS in Engineering in 1991 and started his career in the investment business in 1992. He began as a stockbroker servicing high net worth clients and then became an independent trader with On-line Investments in 1997.
John has a passion for continuing education and has completed the Chartered Market Technician Program administered through the Market Technicians Association and completed both levels of the Financial Risk Manager Program administered through the Global Association of Risk Professionals. In addition, he has taken graduate level courses in Applied Statistics at NJIT .
John is actively involved in the development of our money management and risk management strategies.
John Wouters is a member of the following professional organizations:
- Market Technicians Association
- Society of Quantitative Analysts (SQA)
- Global Association of Risk Professionals
- American Statistical Association
The Pring Turner Team Sub Advisor to the All Season Strategy
Martin J. Pring—Chairman & Investment Strategist
Mr. Pring is Chairman and Investment Strategist at Pring Turner Capital Group. Martin in collaboration with Dow Jones Indexes co-developed the Dow Jones Pring U.S. Business Cycle Index in 2012, an “active” index based on his “Six-Stage” business cycle research. Martin has been honored with numerous lifetime achievement awards recognizing his career-long finance and investment research contributions. Mr. Pring has received the Canadian Technical Society’s Jack Frost Memorial Award, the Market Technicians Association’s (New York) coveted Annual Award, has been made an honorary member of the Swiss Technical Society, and recently designated a fellow of the Society of Technical Analysts—United Kingdom. Martin is frequently invited to speak at professional investment groups around the world.
Joe D. Turner – President & Portfolio Manager
Mr. Turner’s responsibilities include oversight of client portfolios, assistance in overall investment strategy, tactical asset allocation decision-making, intermediate trend identification and security selection. Joe began his career with Dean Witter in 1968 and in 1977 formed an investment advisory firm registered with the SEC. In 1988, Martin Pring joined the firm and co-founded Pring Turner Capital Group. Mr. Turner has taught numerous graduate level courses at Golden Gate University in San Francisco on business cycle investing, asset allocation, stock market analysis, and the psychology of investing.
Tom J. Kopas – Chief Executive Officer & Portfolio Manager
Mr. Kopas’ responsibilities include oversight of client portfolios, assistance in overall investment strategy, tactical asset allocation decision-making, intermediate trend identification, and security selection. He began his career in the financial services industry at Dean Witter in 1981 and spent over twenty years with major Wall Street firms. Tom joined the Pring Turner Capital Group team in 2002. He is a career long investment educator and is frequently invited to share his knowledge and experience about investing around the business cycle with investment and retirement groups.
Jim W. Kopas, CFA – Associate Portfolio Manager
Mr. Kopas is a member of the Investment Committee and Portfolio Management team. Jim’s responsibilities include working in support of proprietary research efforts and portfolio management. Jim received his BSC degree in Finance from Santa Clara University in 2008 and joined Pring Turner Capital Group in 2009. He earned the Chartered Financial Analyst (CFA) designation in 2013.