John Kenneth Koczara
Portefeuillebeheerder-Aandelen bij LaFleur & Godfrey LLC
Profiel
Mr. John K.
Koczara, CFA, is a Senior Portfolio Manager at LaFleur & Godfrey LLC.
He has been in the investment management industry for over 25 years with experience on both the sell-side and buy-side servicing high net worth private clients and institutional relationships.
Prior to joining LaFleur & Godfrey, Mr. Koczara co-managed two large cap equity portfolios at a local registered investment advisory firm.
He received his undergraduate degree from Michigan State University.
Actieve functies van John Kenneth Koczara
Bedrijven | Functie | Begin |
---|---|---|
LaFleur & Godfrey LLC
LaFleur & Godfrey LLC Investment ManagersFinance Founded in 2013, LaFleur & Godfrey LLC is a registered investment advisor located in Grand Rapids, Michigan. LaFleur & Godfrey is part of the Focus Financial Partners LLC. They are owned by Focus Operating LLC, which is owned by Focus Financial Partners LLC. The firm generally provides investment advice to individuals, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or business entities, or endowments, foundations, or family limited partnerships. LeFleur & Godfrey LLC is the successor to LaFleur & Godfrey, Inc., which was formed in 1987. | Portefeuillebeheerder-Aandelen | 01-01-2013 |
Eerdere bekende functies van John Kenneth Koczara
Bedrijven | Functie | Einde |
---|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Corporate Officer/Principal | 31-12-1992 |
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | Analyst-Equity | - |
Opleiding van John Kenneth Koczara
Michigan State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | Finance |
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
LaFleur & Godfrey LLC
LaFleur & Godfrey LLC Investment ManagersFinance Founded in 2013, LaFleur & Godfrey LLC is a registered investment advisor located in Grand Rapids, Michigan. LaFleur & Godfrey is part of the Focus Financial Partners LLC. They are owned by Focus Operating LLC, which is owned by Focus Financial Partners LLC. The firm generally provides investment advice to individuals, pension and profit sharing plans, trusts, estates, or charitable organizations, corporations or business entities, or endowments, foundations, or family limited partnerships. LeFleur & Godfrey LLC is the successor to LaFleur & Godfrey, Inc., which was formed in 1987. | Finance |