TAIBER KOSMALA & ASSOCIATES - Key Persons
Aimee Jeffers joined Taiber Kosmala & Associates, LLC in 2023 bringing 25+ years of client service and operational experience in the finance industry. Aimee's experience extends to many areas within the investment industry including client service, trading and back-office support, platform services, and data analysis.
Prior to joining Taiber Kosmala & Associates, Aimee has held positions as Client Service Associate, Senior Equity Trader, and Data Analyst at multiple RIA's serving both high net worth individuals and institutions.
Aimee holds a Bachelors Degree in Business with a major in Finance from Eastern Illinois University and an MBA from Roosevelt University.
Job Titles:
- Member of the Investment Committee Team
B.J. Grifhorst is a member of the investment committee team at Taiber Kosmala & Associates, LLC, bringing over 14 years of leadership and business development experience within the technology sector. B.J.'s background in both electrical engineering and quantitative finance, with specialization in markets, fixed income, derivatives, and portfolio construction support activities in research and consulting with both qualitative and quantitative applications.
Charlie Sandoval joined Taiber Kosmala & Associates, LLC in 2024. He brings over 20 years of client service, operations, and compliance experience having worked in both the for profit and non-profit worlds. Charlie has worked for institutions such as The Northern Trust Company, William Blair & Co., Calamos Investments and has also worked for The Archdiocese of Chicago and The Evangelical Lutheran Church in America.
Charlie holds a Bachelor's Degree in Business with a major in Finance and a minor in Commercial Spanish from DePaul University.
When not working Charlie enjoys spending time with his family and friends, traveling, and enjoys participating in sports including basketball, softball, volleyball, and boxing.
Job Titles:
- Investment Adviser
- Managing Director
- Representative
Christopher Horvath is a Managing Director and Investment Adviser Representative at Taiber Kosmala & Associates, LLC. Chris serves as a member of the firm's investment committee and brings over 13 years of investment advisory experience to the team. Chris primarily works with the firm's Registered Investment Adviser (RIA) and family wealth clientele.
Job Titles:
- Executive Vice President
- Executive Vice President and Senior Member of the Investment Team
Dan is an Executive Vice President and senior member of the investment team at Taiber Kosmala & Associates, LLC. Dan's consulting and research experience covers tactical and strategic asset allocation research, manager due diligence, spending analysis, risk-budgeting analysis, and capital markets research.
Prior to joining Taiber Kosmala & Associates, Dan was a senior level investment professional at national consulting firm, Lowery Asset Consulting. While at Lowery, Dan was a member of the investment committee and consulted to a wide range of clientele including endowments, foundations, defined contribution plans, and affluent families.
Dan holds a B.S. in Finance from the University of Illinois at Chicago, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago. Additionally, Dan volunteers for One Million Degrees, teaching financial literacy to underserved communities.
Job Titles:
- Vice President
- Analyst and Member of the Investment Team
Ian Acosta is an analyst and member of the investment team at Taiber Kosmala & Associates, LLC. Ian's responsibilities on the investment committee include manager due diligence, asset allocation modeling, and overseeing portfolio analytics for the firm's investment models. Ian works with the firm's institutional, RIA, and private wealth clientele. Prior to joining Taiber Kosmala, Ian worked at a boutique registered investment advisory firm in Chicago as an independent advisor then at a branch of Scottrade as an investment consultant.
Ian holds two bachelors' degrees from the University of Illinois at Urbana-Champaign in Economics and Statistics with a minor in Business Administration. He was a both an Economics Peer Mentor and Economics Ambassador for the Department of Economics. Ian has been awarded the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago.
Jared Jollensten is a Managing Director at Taiber Kosmala & Associates, LLC, and serves as a key member of the firm's trading and technology division. Jared brings 15 years of financial services and financial technology experience to the team and primarily dedicates his time in the development and maintenance of the firm's registered investment advisor (RIA) clientele overseeing trading and platform operations.
Prior to joining Taiber Kosmala & Associates, Jared worked at Orion Advisor Solutions in a variety of roles including trading, technology development, and business development. While at Orion, Jared was a key contributor to the development and launch of the firm's trading platform technology, Eclipse.
Jared holds a bachelor's degree from the University of Nebraska - Kearney in Business Administration and previously held his Series 7 and 66 securities licenses.
Job Titles:
- Co - Founder of Taiber Kosmala & Associates, LLC
Joseph D. Taiber, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 25 years. Joe's consulting and research experience covers all aspects of investment consulting services including asset allocation studies, liability and spending policy modeling, risk budgeting analysis, manager evaluation, portfolio structure reviews, custodial searches, capital markets research, and performance monitoring.
Joe has been quoted in various national media publications, featured on television, and has appeared at various industry conferences throughout his career. He holds a bachelor's degree in finance from the University of Iowa, has been awarded the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago.
Job Titles:
- Associate
- Platform Operations Specialist
Juan Albizu is a part of the platform operations specialist team at Taiber Kosmala & Associates, LLC. He brings in valuable experience from previously working for a registered investment advisory firm. Juan's responsibilities include daily trade processing, platform system maintenance, and working directly with client's.
Juan first began his career in the financial services industry with Falcon Wealth Planning where he started as an intern as an operations specialist. He later transitioned into the role of a trading specialist where his duties consisted of trading, client support, and working closely with financial advisor's.
Juan hold's a Bachelors in Business Administration with a Finance concertation from California State University, San Bernardino. During his free time, he enjoys activities such as exercising, hiking, and exploring new places.
Job Titles:
- Vice President
- Analyst and Member of the Investment Team
Matt Mauser is an analyst and member of the investment team at Taiber Kosmala & Associates, LLC. Matt's responsibilities on the investment committee include manager due diligence, asset allocation modeling, and overseeing portfolio analytics for the firm's investment models. Matt works with the firm's institutional, RIA, and private wealth clientele.
Matt holds a bachelors' and master's degree from the University of Iowa in Finance. While at Iowa he was a member of the Hart Fund and Krause fund, a student managed equity and fixed income fund where he covered the energy sector. Matt is also a former division one diver competing for four seasons at the University of Iowa.
Matt Terrien is a Managing Director in the capacity of Director of Research at Taiber Kosmala & Associates, LLC. Matt serves as a senior member of the firm's Investment and Portfolio Management Committees and is charged with advancing the quality, scope and magnitude of the firm's key strategic initiatives.
Mr. Terrien brings over 25 years of investment acumen across senior level analytical, research, portfolio management, and consulting capacities to compliment the team at Taiber Kosmala & Associates, LLC. His experience spans several firms including Price Waterhouse, Ibbotson Associates, William Blair, Persimmon Capital Management and most recently Evanston Advisors. Mr. Terrien is a CFA charterholder and has served as a volunteer grader of the CFA exam for the last several years. Matt graduated from the University of Michigan, with a B.A. in Economics.
Michael Andryca is a seasoned professional serving as Vice President at Taiber Kosmala & Associates, LLC, where he plays a pivotal role in the trading and technology division. With an impressive 20-year background in financial services and financial technology, Michael brings valuable expertise from both brokerage operations and the startup fintech industry.
Before his tenure at Taiber Kosmala & Associates, Michael worked at SMArtX Advisory Solutions, where he held the position of Senior Specialist. His multifaceted roles at the turnkey asset management program included trading, client support, and business and technology development. Additionally, he garnered experience in various back and middle office positions at institutions such as B. Riley FBR, Morgan Stanley, and UniCredit Investment Bank/UniCredit Capital Markets.
Michael holds a bachelor's degree in both International Business and Psychology from Ramapo College of New Jersey, where he was a member of the baseball team. He holds a Series 99 - Operations Professional certification. Beyond work, Michael is passionate about outdoor activities, fitness, and community-focused volunteer work.
Job Titles:
- Managing Partner
- Co - Founder of Taiber Kosmala & Associates, LLC
Phillip J. Kosmala, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 25 years. Prior to establishing the firm, he worked at Lowery Asset Consulting, acting in several leadership, research, and consulting capacities including positions of Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm's investment committee. Phil and his team had the responsibility of advising a national client base of endowments, foundations, plan sponsors, and affluent families. Additionally, he headed the firm's manager research efforts and chaired the firm's investment committee charged with capital markets research, tactical asset allocation, and manager research & diligence.
Prior to that, Phil held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC. Here he was acting Chairman of the Investment Committee and Manager Research Director. In the early 1990's Phil spent four years with Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, which made for a natural extension into future manager research & diligence and chief compliance officer roles.
Phil has been quoted in various national media publications and has made several appearances at various industry conferences throughout his career. He holds a bachelor's degree in finance from DePaul University, has been awarded the CFA designation, and is a member of the CFA Institute & CFA Society of Chicago.
Job Titles:
- Associate
- Analyst and Member of the Investment Team
Tommy Conlon is an analyst and member of the investment team at Taiber Kosmala & Associates, LLC. Tommy's responsibilities on the investment committee include manager due diligence, asset allocation modeling, and overseeing portfolio analytics for the firm's investment models. Tommy works with the firm's institutional, RIA, and private wealth clientele. Prior to joining Taiber Kosmala, Tommy worked at Charles Schwab as a derivatives specialist.
Tommy holds a bachelors' degree from the University of Illinois at Urbana-Champaign in Finance. During his time in Champaign, he played collegiate rugby for four years as a member of the Illinois Men's Rugby Club. Tommy currently plays Gaelic football and hurling through the Chicago GAA. He has played these Irish sports since he was a child and continues to do so as they keep him in touch with his heritage.