Profile
William Kozicki worked as an Analyst at Merrill Lynch & Co., Inc. and as a Principal at Bank of America Corp.
and Warner Records, Inc. He also worked as a Vice President at Corebridge Institutional Investments (US) LLC.
In 2008, he worked as a Senior Investment Analyst at Post Advisory Group LLC.
From 2009 to 2018, he worked as a Portfolio Manager at Beach Point Capital Management LP.
Mr. Kozicki received his undergraduate degree from The Wharton School of the University of Pennsylvania in 1996.
Former positions of William Kozicki
Companies | Position | End |
---|---|---|
Beach Point Capital Management LP
Beach Point Capital Management LP Investment ManagersFinance Beach Point Capital Management LP (Beach Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 2009 by Carl Goldsmith and Scott Klein, through a management buyback of the alternative high yield business of Post Advisory Group LLC. Beach Point offers specialized funds and customized managed accounts designed to meet specific client needs and return objectives. Their clients include public and corporate pension funds and endowments in the US and Europe. | Analyst-Fixed Income | - |
Post Advisory Group LLC
Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Analyst-Fixed Income | 2008-12-30 |
Corebridge Institutional Investments (US) LLC
Corebridge Institutional Investments (US) LLC Investment ManagersFinance Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts. | Corporate Officer/Principal | - |
Warner Records, Inc.
Warner Records, Inc. Movies/EntertainmentConsumer Services Warner Bros. Records, Inc. provides music recording services. Its encompassed music includes Maverick Records, Reprise Records, Sire Records and Warner Records Nashville, as well as its own Warner Bros. label. The firm also oversees specialty units Nonesuch Records, Warner Jazz and Word Entertainment. The company was founded in March 1958 and is headquartered in Burbank, CA. | Corporate Officer/Principal | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of William Kozicki
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 5 |
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Post Advisory Group LLC
Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Warner Records, Inc.
Warner Records, Inc. Movies/EntertainmentConsumer Services Warner Bros. Records, Inc. provides music recording services. Its encompassed music includes Maverick Records, Reprise Records, Sire Records and Warner Records Nashville, as well as its own Warner Bros. label. The firm also oversees specialty units Nonesuch Records, Warner Jazz and Word Entertainment. The company was founded in March 1958 and is headquartered in Burbank, CA. | Consumer Services |
Beach Point Capital Management LP
Beach Point Capital Management LP Investment ManagersFinance Beach Point Capital Management LP (Beach Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 2009 by Carl Goldsmith and Scott Klein, through a management buyback of the alternative high yield business of Post Advisory Group LLC. Beach Point offers specialized funds and customized managed accounts designed to meet specific client needs and return objectives. Their clients include public and corporate pension funds and endowments in the US and Europe. | Finance |
Corebridge Institutional Investments (US) LLC
Corebridge Institutional Investments (US) LLC Investment ManagersFinance Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts. | Finance |
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