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John Kosik
Membro del Comitato di Investimento presso Capstone Financial Advisors, Inc.
Profilo
Mr. John C.
Kosik, CPA, is a Senior Wealth Advisor & Partner at Capstone Financial Advisors, Inc. He joined the firm in October 2009.
He is also a contributing member of the firm’s Investment Committee.
He is the Chairman of the Hawthorn Woods Zoning Board of Appeals.
He has served on the Chicago Area Council, Boy Scouts of America Board of Directors, as the Chairman of the Investment Committee and Member of the Finance Committee.
Previously, he served as Group Senior Vice President for Cole Taylor Bank Wealth Management.
Prior to that, he was a Certified Public Accountant with PricewaterhouseCoopers.
He is a past board member for the American Bankers Association Wealth Management Conference.
Mr. Kosik earned his Bachelor of Science in Accounting from Illinois State University.
He is a Certified Financial Planner certificant.
Posizioni attive di John Kosik
Società | Posizione | Inizio |
---|---|---|
Capstone Financial Advisors, Inc.
![]() Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Membro del Comitato di Investimento | 01/10/2009 |
Precedenti posizioni note di John Kosik
Società | Posizione | Fine |
---|---|---|
Cole Taylor Bank | Corporate Officer/Principal | 30/06/2009 |
Formazione di John Kosik
Illinois State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Capstone Financial Advisors, Inc.
![]() Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions. | Finance |
Cole Taylor Bank | Finance |
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