Mary Therese Kozar
Analyst-Equity at Capital Advisors Ltd. LLC
Profile
Ms. Mary T.
Kozar is a Senior Analyst at Capital Advisors Ltd.
LLC.
Her areas of focus strategic cash flow modeling, investment planning and insurance planning.
Ms. Kozar wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing.
As a Senior Analyst, her main responsibility is her clients: getting to know their point-of-view so she can offer sound advice on investments and estate planning.
She received her BBA degree in Finance from Cleveland State University.
Mary Therese Kozar active positions
Companies | Position | Start |
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Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Analyst-Equity | 31/05/2010 |
Training of Mary Therese Kozar
Cleveland State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
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