John Kosik

Investment Committee Member at Capstone Financial Advisors, Inc.

Finance

Consumer Services

Profile

Mr. John C.
Kosik, CPA, is a Senior Wealth Advisor & Partner at Capstone Financial Advisors, Inc. He joined the firm in October 2009.
He is also a contributing member of the firm’s Investment Committee.
He is the Chairman of the Hawthorn Woods Zoning Board of Appeals.
He has served on the Chicago Area Council, Boy Scouts of America Board of Directors, as the Chairman of the Investment Committee and Member of the Finance Committee.
Previously, he served as Group Senior Vice President for Cole Taylor Bank Wealth Management.
Prior to that, he was a Certified Public Accountant with PricewaterhouseCoopers.
He is a past board member for the American Bankers Association Wealth Management Conference.
Mr. Kosik earned his Bachelor of Science in Accounting from Illinois State University.
He is a Certified Financial Planner certificant.

John Kosik active positions

Companies	Position	Start
Capstone Financial Advisors, Inc. Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions.	Investment Committee Member	2009-09-30

All active positions of John Kosik

Former positions of John Kosik

Companies	Position	End
Cole Taylor Bank	Corporate Officer/Principal	2009-06-29

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Training of John Kosik

Illinois State University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Linked companies

Private companies	2
Cole Taylor Bank	Finance
Capstone Financial Advisors, Inc. Capstone Financial Advisors, Inc. Investment ManagersFinance Capstone Financial Advisors, Inc. (Capstone) is an independent, SEC-registered investment advisor headquartered in Downers Grove, Illinois. The firm was founded by Troy E. Bute and J. Frank Verkamp in 1999. Capstone provides advisory services to high-net-worth individuals, families, and institutions.	Finance

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