Thomas David Kowalczyk
President chez B. Riley Wealth Advisors, Inc.
Profil
Thomas David Kowalczyk is currently the Head of Platform at B.
Riley Wealth Advisors, Inc. He previously worked as a Vice President at Signator Financial Services, Inc. from 2013 to 2014, and as a Principal at Symetra Financial Corp.
from 2006 to 2013.
He also served as a Senior Vice President at Ironwood Wealth Management, Inc. from 2014 to 2017.
Mr. Kowalczyk holds an undergraduate degree from Boise State University and an MBA from City University of Seattle.
Postes actifs de Thomas David Kowalczyk
| Sociétés | Poste | Début |
|---|---|---|
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | President | 01/07/2022 |
Anciens postes connus de Thomas David Kowalczyk
| Sociétés | Poste | Fin |
|---|---|---|
Ironwood Wealth Management, Inc.
 Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 01/07/2017 |
Signator Financial Services, Inc.
 Signator Financial Services, Inc. Investment ManagersFinance Signator Financial Services, Inc. provides investment advice. The company is based in Bellevue, WA and was founded in 1986. | Corporate Officer/Principal | 01/02/2014 |
| SYMETRA FINANCIAL CORPORATION | Corporate Officer/Principal | 01/10/2013 |
Formation de Thomas David Kowalczyk
| City University of Seattle | Masters Business Admin |
| Boise State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
Symetra Financial Corp.
 Symetra Financial Corp. Life/Health InsuranceFinance Symetra Financial Corp. engages in providing financial services. The firm operates through following four business segments: Benefits, Deferred Annuities, Income Annuities and Individual Life. The Benefits segment offers medical stop-loss insurance, limited benefit medical plans, and group life, accidental death and dismemberment insurance and disability income insurance to employer groups. The Deferred Annuities segment offers fixed and variable deferred annuities. The Income Annuities segment offers single-premium immediate annuities and single-premium deferred-payout annuities. The Individual Life segment offers term, universal and variable life insurance, as well as bank-owned and corporate-owned life insurance. Its products include employee benefits, annuities and life insurance. The company was founded in 1957 and is headquartered in Bellevue, WA. | Finance |
Signator Financial Services, Inc.
Signator Financial Services, Inc. Investment ManagersFinance Signator Financial Services, Inc. provides investment advice. The company is based in Bellevue, WA and was founded in 1986. | Finance |
Ironwood Wealth Management, Inc.
Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
