Profile
Mr. Tommy Conlon is an Analyst at Taiber Kosmala & Associates LLC.
His responsibilities on the investment committee include manager due diligence, asset allocation modeling, and overseeing portfolio analytics for the firm’s investment models.
Prior to joining Taiber Kosmala, Tommy worked at Charles Schwab as a derivatives specialist.
He holds a bachelors’ degree from the University of Illinois at Urbana-Champaign in Finance.
Tommy Conlon active positions
| Companies | Position | Start |
|---|---|---|
Taiber Kosmala & Associates LLC
 Taiber Kosmala & Associates LLC Investment ManagersFinance Taiber Kosmala & Associates LLC is an independent investment consulting firm that advises over $11b in client assets. The private company is based in Chicago, IL. The company creates and implement custom investment programs for institutional clients, financial intermediaries, and family offices. The company's expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading technology are a tremendous resource for their client base. The company was founded in 2012 by Joseph David Taiber and Phillip J. Kosmala. | Analyst-Equity | 30/04/2022 |
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| Private companies | 1 |
|---|---|
Taiber Kosmala & Associates LLC
Taiber Kosmala & Associates LLC Investment ManagersFinance Taiber Kosmala & Associates LLC is an independent investment consulting firm that advises over $11b in client assets. The private company is based in Chicago, IL. The company creates and implement custom investment programs for institutional clients, financial intermediaries, and family offices. The company's expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading technology are a tremendous resource for their client base. The company was founded in 2012 by Joseph David Taiber and Phillip J. Kosmala. | Finance |
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