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John Kozey, CFA, MBA, AWMA

John Kozey, CFA, MBA, AWMA

Portfolio Strategist

John Kozey is a highly-credentialed portfolio strategist 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) and Accredited Wealth Management Advisor (AWMA) designations. In his over 30 years as an investment professional, John has worked as an equity derivatives trader, equity analyst, supervisory analyst, director of research, asset allocator and client portfolio manager for institutional and private wealth clients. His firms included Merrill Lynch, Allen & Co., Thomson Reuters and a private Swiss family office.

*John Kozey supports certain registered representatives of Lincoln Financial Advisors Corp. John Kozey is not securities registered or licensed.