John Kozey, CFA, MBA

John Kozey is highly credentialed, with an MBA in Finance from Cornell University, and a bachelor’s degree in computer science and economics, magna cum laude, from Wilkes University. He holds the Chartered Financial Analyst (CFA) designation. In his more than 30 years as an investment professional, John has worked as an equity derivatives trader, equity analyst, supervisory analyst, director of research, and portfolio manager for institutional and private wealth clients.

** John Kozey only provides administrative services to LPL financial planners and professionals. He is not a licensed, registered representative of LPL Financial.