Mary Therese Kozar
Analyst-Equity chez Capital Advisors Ltd. LLC
Profil
Ms. Mary T.
Kozar is a Senior Analyst at Capital Advisors Ltd.
LLC.
Her areas of focus strategic cash flow modeling, investment planning and insurance planning.
Ms. Kozar wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing.
As a Senior Analyst, her main responsibility is her clients: getting to know their point-of-view so she can offer sound advice on investments and estate planning.
She received her BBA degree in Finance from Cleveland State University.
Postes actifs de Mary Therese Kozar
| Sociétés | Poste | Début |
|---|---|---|
Capital Advisors Ltd. LLC
 Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Analyst-Equity | 01/06/2010 |
Formation de Mary Therese Kozar
| Cleveland State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
