About Joseph

Joseph Taiber specializes in investment consulting and is the Co-Founder of Taiber Kosmala & Associates, LLC, Henry+Horne Wealth Management’s Outside Investment Council. His more than 15 years of consulting and research experience includes asset allocation studies, liability and spending policy modeling, risk budgeting analysis, manager evaluation, portfolio structure reviews, custodial searches, capital markets research and performance monitoring.

Before co-founding Taiber Kosmala & Associates, LLC, Joe held senior level consulting and research positions at several national consulting firms. At Lowery Asset Consulting, he served as the Director of Alternative Investment Research and as a Senior Member of the Investment Committee where he maintained a national clientele of corporate and public defined benefit and defined contribution plans, endowments, foundations, and affluent families. Joe was also a Senior Investment Consultant and Investment Committee Member at DiMeo Schneider & Associates, LLC and a Research Analyst at Pearson Financial Group where he focused on manager analysist, performance attribution and portfolio construction.

Joe is well-known in the industry and has been quoted in national publications, featured on TV and appeared at various industry conferences.

Education

  • Bachelor of Science in Finance, University of Iowa

Affiliations

  • CFA Institutue
  • CFA Society of Chicago

 

Taiber Kosmala & Associates, LLC is not affiliated with Independent Financial Group (IFG). Taiber Kosmala & Associates, LLC and Henry+Horne Wealth Management are separate and unrelated entities.