John Kozey, CFA, MBA

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.

_{*John Kozey maintains his CFA and AWMA and only provides financial planning management support services to LFA financial planners and profressionals. He is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.}