
John Kozey is a highly-credentialed investment analyst with an MBA in Finance from Cornell University, and a bachelor’s degree in Computer Science and Economics, magna cum laude, from Wilkes University. John, who also holds the Chartered Financial Analyst (CFA) designation, has worked with Krietzberg Wealth Management for more than 5 years. Prior to working with Krietzberg Wealth Management, 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, 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.