About Phillip

Phillip Kosmala specializes in investment consulting and is the Co-Founder of Taiber Kosmala & Associates, LLC, Henry+Horne Wealth Management’s Outside Investment Council. He has more than 15 years’ experience in the investment consulting industry.

Before co-founding Taiber Kosmala & Associates, LLC, Phil held several leadership, research and consulting positions at Lowery Asset Consulting, including Executive Vice President, Director of Manager Research, Chief Compliance Officer and Chairman of the Investment Committee. Phil and his team advised a national client base of endowments, foundations, plan sponsors and affluent families. Additionally, he also headed the manager research efforts and capital markets research, tactical asset allocation and manager research and diligence for the Investment Committee.

Phil also served as acting Chairman of the Investment Committee and Manager Research Director at DiMeo Schneider & Associates, LLC. In the early 1990s, he 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 and diligence and chief compliance officer roles.

Phil is known for his industry knowledge and has been quoted in several national publications and made appearances at various industry conferences.

Education

  • Bachelor of Science in Finance, DePaul University

Affiliations

  • CFA Institute
  • 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.