Profile
Mr. Joseph D.
Taiber, CFA, is a Managing Partner at Taiber Kosmala & Associates LLC.
He has been in the investment consulting industry for over 15 years.
Prior to establishing the firm he held senior level consulting and research positions at several national consulting firms including Lowery Asset Consulting, DiMeo Schneider & Associates, and Pearson Financial.
He holds a bachelor’s degree in finance from the University of Iowa, has been awarded the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago.
Joseph Taiber active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 2011-12-31 |
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Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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