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Ursprung des Netzwerks ersten Grades von Tommy Conlon
Einheit | Art der Einheit | Industrie | |
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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.
3
| Private Company | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tommy Conlon
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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. | Investment Managers | Investment Committee Member | |
DePaul University | College/University | Undergraduate Degree | |
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. | Investment Managers | Director of Research - Equity | |
University of Iowa | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Operativ
Investment Committee Member | 3 |
Undergraduate Degree | 2 |
Compliance Officer | 2 |
Founder | 2 |
Market Strategist | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Phil Kosmala | 4 |
Matt Mauser | 2 |
Joseph Taiber | 1 |
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