Phil Kosmala
Fondatore presso Taiber Kosmala & Associates LLC
Profilo
Mr. Phillip J.
Kosmala, CFA, is a Managing Partner at Taiber Kosmala & Associates LLC and a Managing Member & Chief Compliance Officer at Advisor Os LLC.
He has been in the investment consulting industry for over 15 years.
Prior to establishing the firm, he worked at Lowery Asset Consulting, acting in several leadership, research, and consulting capacities including positions of Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm’s investment committee.
Prior to that, he held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC.
Mr. Kosmala holds a bachelor’s degree in finance from DePaul University, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago.
Posizioni attive di Phil Kosmala
| Società | Posizione | Inizio |
|---|---|---|
Advisor Os LLC
 Advisor Os LLC Investment ManagersFinance Advisor Os LLC (dba TAIKO) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2017, TAIKO provides investment and operational platform services to registered investment advisers and their clients. | Direttore della Ricerca - Azioni | - |
Taiber Kosmala & Associates LLC
 Taiber Kosmala & Associates LLC Investment ManagersFinance Taiber Kosmala & Associates LLC is an independent investment consulting firm that advises over $11b in client assets. The private company is based in Chicago, IL. The company creates and implement custom investment programs for institutional clients, financial intermediaries, and family offices. The company's expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading technology are a tremendous resource for their client base. The company was founded in 2012 by Joseph David Taiber and Phillip J. Kosmala. | Fondatore | 01/01/2012 |
Precedenti posizioni note di Phil Kosmala
| Società | Posizione | Fine |
|---|---|---|
US Financial Advisors LLC
 US Financial Advisors LLC Investment ManagersFinance US Financial Advisors LLC (USFA) is a SEC-registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by John Napolitano in 1998. They are owned and controlled by Great Valley Advisor Group, Inc. USFA provides fee-based investment advisory and financial planning services to individuals and high-net-worth individuals (which include trusts and estates), and pension and profit-sharing plans, and business entities. | Membro del Comitato di Investimento | - |
Formazione di Phil Kosmala
| DePaul University | Undergraduate 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 | 3 |
|---|---|
US Financial Advisors LLC
US Financial Advisors LLC Investment ManagersFinance US Financial Advisors LLC (USFA) is a SEC-registered investment advisor headquartered in Braintree, Massachusetts. The firm was founded by John Napolitano in 1998. They are owned and controlled by Great Valley Advisor Group, Inc. USFA provides fee-based investment advisory and financial planning services to individuals and high-net-worth individuals (which include trusts and estates), and pension and profit-sharing plans, and business entities. | Finance |
Taiber Kosmala & Associates LLC
Taiber Kosmala & Associates LLC Investment ManagersFinance Taiber Kosmala & Associates LLC is an independent investment consulting firm that advises over $11b in client assets. The private company is based in Chicago, IL. The company creates and implement custom investment programs for institutional clients, financial intermediaries, and family offices. The company's expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading technology are a tremendous resource for their client base. The company was founded in 2012 by Joseph David Taiber and Phillip J. Kosmala. | Finance |
Advisor Os LLC
Advisor Os LLC Investment ManagersFinance Advisor Os LLC (dba TAIKO) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2017, TAIKO provides investment and operational platform services to registered investment advisers and their clients. | Finance |
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