John Kosik
Lid van de Investeringscommissie bij Capstone Financial Advisors, Inc.
Profiel
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.
Actieve functies van John Kosik
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-10-2009 |
Eerdere bekende functies van John Kosik
| Bedrijven | Functie | Einde |
|---|---|---|
| Cole Taylor Bank | Corporate Officer/Principal | 30-06-2009 |
Opleiding van John Kosik
| Illinois State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
| Cole Taylor Bank | Finance |
