Joseph Sykora, CFA | Equity Analyst & Portfolio Reviews

Joseph Sykora is responsible for equity research and portfolio reviews for the firm. He helps deliver indepth analysis related to advisor target exposures, high net worth proposals, and regular commentary.

Background & Education

Joseph joined Aptus in 2021 after seven years as cofounder and managing partner of Gallatin Natural Resources, a west Texas mineral & royalty acquisition company. During that stint, Joseph managed a team of landmen tasked with originating deals across multiple domestic oil & gas basins, as well as conducted all underwriting due diligence on each acquisition. Prior to Gallatin, he worked as a high yield fixed income analyst covering energy for Sterne, Agee & Leach.

Joseph holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Accounting from the University of Alabama where he was a member of the men’s golf team.

Outside the Office

Joseph lives in Dallas, TX with his wife, Libby, and son, Bobby. He enjoys golf, tennis, and hiking, is an active member of Grace Church Lake Highlands, and along with his wife, buys and restores old homes.

Why Aptus?

Aptus is a fastgrowing group of intelligent, motivated people who are both fun to be around and capable at what they do. After seeing the culture and understanding the unique valueadded service Aptus provides, I was excited to join the team.