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Thomas David Kowalczyk
Presidente presso B. Riley Wealth Advisors, Inc.
Profilo
Thomas David Kowalczyk is currently the Head of Platform at B.
Riley Wealth Advisors, Inc. He previously worked as a Vice President at Signator Financial Services, Inc. from 2013 to 2014, and as a Principal at Symetra Financial Corp.
from 2006 to 2013.
He also served as a Senior Vice President at Ironwood Wealth Management, Inc. from 2014 to 2017.
Mr. Kowalczyk holds an undergraduate degree from Boise State University and an MBA from City University of Seattle.
Posizioni attive di Thomas David Kowalczyk
Società | Posizione | Inizio |
---|---|---|
B. Riley Wealth Advisors, Inc.
![]() B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Presidente | 01/07/2022 |
Precedenti posizioni note di Thomas David Kowalczyk
Società | Posizione | Fine |
---|---|---|
Ironwood Wealth Management, Inc.
![]() Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 01/07/2017 |
Signator Financial Services, Inc.
![]() Signator Financial Services, Inc. Investment ManagersFinance Signator Financial Services, Inc. provides investment advice. The company is based in Bellevue, WA and was founded in 1986. | Corporate Officer/Principal | 01/02/2014 |
SYMETRA FINANCIAL CORPORATION | Corporate Officer/Principal | 01/10/2013 |
Formazione di Thomas David Kowalczyk
Boise State University | Undergraduate Degree |
City University of Seattle | Masters Business Admin |
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 | 4 |
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B. Riley Wealth Advisors, Inc.
![]() B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
Signator Financial Services, Inc.
![]() Signator Financial Services, Inc. Investment ManagersFinance Signator Financial Services, Inc. provides investment advice. The company is based in Bellevue, WA and was founded in 1986. | Finance |
Symetra Financial Corp.
![]() Symetra Financial Corp. Life/Health InsuranceFinance Symetra Financial Corp. engages in providing financial services. The firm operates through following four business segments: Benefits, Deferred Annuities, Income Annuities and Individual Life. The Benefits segment offers medical stop-loss insurance, limited benefit medical plans, and group life, accidental death and dismemberment insurance and disability income insurance to employer groups. The Deferred Annuities segment offers fixed and variable deferred annuities. The Income Annuities segment offers single-premium immediate annuities and single-premium deferred-payout annuities. The Individual Life segment offers term, universal and variable life insurance, as well as bank-owned and corporate-owned life insurance. Its products include employee benefits, annuities and life insurance. The company was founded in 1957 and is headquartered in Bellevue, WA. | Finance |
Ironwood Wealth Management, Inc.
![]() Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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