content top

JOSEPH D. TAIBER, CFA

Managing Partner

Phil_3x4 webJoseph D. Taiber, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 15 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.

Prior to establishing the firm he held senior level consulting and research positions at several national consulting firms including Lowery Asset Consulting, DiMeo Schneider & Associates, and Pearson Financial.  At Lowery, Joe was the Director of Alternative Investment Research, was a senior member of the firm’s investment committee, and maintained a national clientele of corporate and public defined benefit and defined contribution plans, endowments, foundations, and affluent families.    Joe has also held senior research and investment consulting roles at DiMeo Schneider & Associates as a Senior Investment Consultant and investment committee member at the firm and also worked as a research analyst at Pearson Financial Group focusing on manager analysis, performance attribution, and portfolio construction.

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.


PHILLIP J. KOSMALA, CFA

Managing Partner

Phil_3x4 webPhillip J. Kosmala, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 15 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.


RANDAL M. WOLF

Executive Vice President

Randal Wolf is a senior member of the investment team at Taiber Kosmala & Associates, LLC, bringing over 30 years of industry experience in research and consulting to a wide variety of investors including qualified plan sponsors, endowments, foundations, affluent families, and investment advisory firms.  Randy’s 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.

Prior to joining Taiber Kosmala & Associates, Randy held senior level consulting and research positions at several investment firms including Ellwood & Associates, Greenrock Research, William Blair & Company, and Talon Asset Management.  Most recently, he served as a member of the investment committee at Greenrock Research operating in an outsourced Chief Investment Officer capacity for a national client base of investment advisory firms. Previously, Randy served as Chief Operating Officer and Senior Consultant at Ellwood & Associates where he handled many of the firm’s largest institutional client relationships.  He also worked in an investment research capacity at William Blair & Company and Talon Asset Management focusing on quantitative research and security analysis.

Randy holds a bachelor of business administration degree in accounting from Loyola University of Chicago and attended the Wharton School’s Executive Education Institute where he completed the Money Management Program.


ZACHARY T. PEARSALL

Analyst

Zachary Pearsall is an analyst and member of the investment team at Taiber Kosmala & Associates, LLC.  Zach’s responsibilities on the investment committee include manager due diligence, asset allocation modeling, and overseeing portfolio analytics for the firm’s investment models.  Zach works with institutional, RIA, and private wealth clientele across a wide variety of strategic investment initiatives.  Prior to joining Taiber Kosmala, Zach served as the firm’s first intern and had acquired additional experience through previous internships with various registered investment advisory firms.

Zach holds a bachelor’s degree in economics from the University of Illinois at Urbana-Champaign with an emphasis in statistics. He is an alumnus of the Phi Kappa Psi Illinois Delta chapter where led new member recruitment efforts.  Zach is a Level II Candidate in the CFA Program.

 

 


B.J. GRIFHORST

Executive Vice President

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.

Prior to joining Taiber Kosmala & Associates, B.J. was a United States Air Force Officer specializing in engineering and communications. His work included engineering complex communications systems, as well as developing cutting edge technology at the Air Force research and development laboratories. Most recently, he served in business development as a professional within the commercial real estate markets where he was responsible for developing relationships as well as constructing customized proposal solutions for business executives.

B.J. holds a bachelor’s degree in electrical engineering from the University of Wisconsin and a master’s degree in quantitative finance from Rutgers University.


COLLEEN T. McKENNA

Investment Operations Manager

Colleen McKenna, a member of the investment team, joined Taiber Kosmala & Associates, LLC in 2016, bringing along 20+ years of operational experience in the consulting, finance and investment industry. Colleen’s experience spans many aspects of the business, from clerking on the trading floors in the bond and grain rooms of the Chicago Board of Trade, to assisting in asset allocation, investment research and taking a lead role in operations management for today’s wealth advisors.

Prior to joining Taiber Kosmala & Associates, she held the position of Director of Administration for Meech Lake Investment Group, a robust commodities hedge fund located in Chicago. While at Meech Lake, Ms. McKenna was responsible for organizing and instituting a functional, efficient operational structure for traders and investors alike.

Colleen holds a bachelors degree in industrial – organizational psychology from DePaul University.

 

 


DANIEL SEKERA

Analyst

Daniel Sekera is an analyst and member of the investment team at Taiber Kosmala & Associates, LLC. Daniel’s responsibilities on the investment committee include manage due diligence, asset allocation modeling, and overseeing portfolio analytics for the firms investment models. Daniel focuses primarily on the firms private clientele. Prior to joining Taiber Kosmala, Daniel worked as an investment consultant for Bank of America’s Merrill Edge.

Daniel obtained his bachelors degree in finance from the University of Illinois at Urbana-Champaign where he also served as a Peer Advisor in the Financial Wellness Center. Daniel is a Level 1 Candidate for the CFA program.


IAN ACOSTA

Analyst

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. Much like Zach, 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 is a Level I Candidate in the CFA Program.


JOHN EBERLE

Managing Director

John has been in the investment management industry for the past 25 years, including a recent span of 7 years running his own Registered Investment Advisory firm in Naperville, IL, Fiduciary Financial Partners. Before that, John was with JP Morgan in the Private Wealth Management group for 14 years. John takes pride in the fact that he spent all of this time helping high net worth individuals manage their personal balance sheets and income statement, as he feels that these needs are distinctly different from those of corporations and institutions (professional investors).

John has an abiding passion for the worlds of investments and financial planning. He is committed to education, as evidenced by a Masters in Business Administration from the University of Chicago, as well as a Chartered Financial Analyst designation. John also has an undergraduate degree in Finance from the University of Illinois at Champaign/Urbana.

John feels that his education will never be finished, and his professional goal is to use this intellectual curiosity to help clients find the most efficient manner of planning for the future of themselves, and their family.