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Chris Kamykowski
Director of Investments bei Moneta Group Investment Advisors LLC
Profil
Mr. Christopher W.
Kamykowski, CFA, is a Head of Investment Strategy & Research at Moneta Group Investment Advisors LLC.
He brings more than 20 years of valuable working experience both in the investment management and institutional consulting industries.
Mr. Kamykowski began his career at NISA Investment Advisors, where he worked within investment operations and on the portfolio management desk, assisting portfolio managers with portfolio oversight and implementation.
From there he spent over a decade within the institutional consulting industry, first at Asset Consulting Group and then Summit Strategies Group/Mercer.
He served as the lead fixed income manager research analyst and oversaw the Public Markets Manager Research effort while at Summit.
He graduated from Saint Louis University with a B.S.B.A degree in Finance, he worked to attain the Chartered Financial Analyst designation and earned an Advanced Management Certificate from Washington University.
He earned his Certified Financial Planner credentials in 2021.
Aktive Positionen von Chris Kamykowski
Unternehmen | Position | Beginn |
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Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Director of Investments | 01.12.2019 |
Ehemalige bekannte Positionen von Chris Kamykowski
Unternehmen | Position | Ende |
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Summit Strategies, Inc. (MO)
![]() Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Chris Kamykowski
St. Louis University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Summit Strategies, Inc. (MO)
![]() Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Finance |
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |