Profile
Christopher Kozak currently works at Kozak & Tripp Private Asset Management, Inc., as Chief Compliance Officer & Owner from 2006.
Mr. Kozak also formerly worked at Cetera Advisors LLC, as Principal from 2008 to 2018.
Mr. Kozak received his undergraduate degree in 2008 from the University of Colorado Denver.
Christopher Kozak active positions
| Companies | Position | Start |
|---|---|---|
Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance KTPAM is an active investor that takes a disciplined and sophisticated approach to design a wealth management process and implements a disciplined strategy that is unique to each of their client’s requirements. In addition to the firm’s own comprehensive research and analysis, they rely on leading industry and academic research to assist in defining their investment strategy and asset allocation. | Chief Executive Officer | 2005-12-31 |
Former positions of Christopher Kozak
| Companies | Position | End |
|---|---|---|
Cetera Advisors LLC
Cetera Advisors LLC Investment ManagersFinance Cetera Advisors offers a wide range of investment choices including, but not necessarily limited to: stocks and bonds, covered call options and protective put options, fixed income securities, mutual funds, structured products, ETFs, and unit investment trusts. | Corporate Officer/Principal | 2018-09-30 |
Training of Christopher Kozak
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Cetera Advisors LLC
Cetera Advisors LLC Investment ManagersFinance Cetera Advisors offers a wide range of investment choices including, but not necessarily limited to: stocks and bonds, covered call options and protective put options, fixed income securities, mutual funds, structured products, ETFs, and unit investment trusts. | Finance |
University of Colorado Denver
University of Colorado Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance KTPAM is an active investor that takes a disciplined and sophisticated approach to design a wealth management process and implements a disciplined strategy that is unique to each of their client’s requirements. In addition to the firm’s own comprehensive research and analysis, they rely on leading industry and academic research to assist in defining their investment strategy and asset allocation. | Finance |
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