Christopher Kozak
Algemeen Directeur bij Kozak & Tripp Private Asset Management, Inc.
Profiel
Christopher Kozak is currently the Chief Compliance Officer & Owner at Kozak & Tripp Private Asset Management, Inc. He was previously a Principal at Cetera Advisors LLC from 2008 to 2018.
He received his undergraduate degree from the University of Colorado Denver in 2008.
Actieve functies van Christopher Kozak
| Bedrijven | Functie | Begin |
|---|---|---|
Kozak & Tripp Private Asset Management, Inc.
 Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance Kozak & Tripp Private Asset Management, Inc. (KTPAM) is an independent, SEC-registered investment advisor headquartered in Highlands Ranch, Colorado. The firm was formerly known as Kozak & Associates, Inc. KTPAM provides investment advice to individuals, high net individuals, trusts, estates, corporations, and profit-sharing plans. | Algemeen Directeur | 01-01-2006 |
Eerdere bekende functies van Christopher Kozak
| Bedrijven | Functie | Einde |
|---|---|---|
Cetera Advisors LLC
 Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Corporate Officer/Principal | 01-10-2018 |
Opleiding van Christopher Kozak
| University of Colorado Denver | Undergraduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Kozak & Tripp Private Asset Management, Inc.
Kozak & Tripp Private Asset Management, Inc. Investment ManagersFinance Kozak & Tripp Private Asset Management, Inc. (KTPAM) is an independent, SEC-registered investment advisor headquartered in Highlands Ranch, Colorado. The firm was formerly known as Kozak & Associates, Inc. KTPAM provides investment advice to individuals, high net individuals, trusts, estates, corporations, and profit-sharing plans. | Finance |
Cetera Advisors LLC
Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Finance |
