Dave Kozlowski
Presidente presso Verus Financial Partners, Inc.
Profilo
Mr. David A.
Kozlowski is a President at Verus Financial Partners, Inc. He joined the firm in 1997 as a financial planner, and took the path less traveled for those going into finance.
He holds a Bachelor’s degree in Finance from James Madison University and a Master’s degree in Financial Planning from the College of Financial Planning.
Posizioni attive di Dave Kozlowski
| Società | Posizione | Inizio |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Presidente | 01/05/2012 |
Formazione di Dave Kozlowski
| James Madison University | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
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