content top

JOSEPH D. TAIBER, CFA

Managing Partner

Joe_4x3_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

Randy_4x3_webRandal 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.


THOMAS R. DOUGHERTY, CMT

Executive Vice President

Tom_4x3_web

Thomas R. Dougherty is a senior member of the investment team at Taiber Kosmala & Associates, LLC, bringing 19 years of industry experience in both investment research and consulting capacities.  Prior to joining Taiber Kosmala & Associates, Tom worked at Lowery Asset Consulting as a member of the firm’s investment committee and Senior Analyst.  In this capacity he contributed to the firm’s manager due diligence efforts, prepared various market and manager research projects, and developed quarterly quantitative and qualitative manager analysis.

Prior to that, Tom held a senior research position at DiMeo Schneider & Associates, LLC.  Here, he was a Senior Financial Analyst in the firm’s research group.  In the late 1990’s, Tom worked at Alpha Investment Consulting as a Financial Analyst performing manager attribution, performance analysis, and qualitative reviews of investment managers for a national client base of pension funds, non-profits, and foundations.

Tom holds a bachelor’s degree in finance from the University of Wisconsin. He is a Member of the Market Technician’s Association and has earned the Chartered Market Technician designation.


ZACHARY T. PEARSALL

Analyst

Zach_3x4 web

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.

 

 


GREGORY N. SCHEDLER

Executive Vice President

Gregg_4x3_webGregory Schedler joined Taiber Kosmala & Associates in 2016, bringing over forty years of financial services industry experience with him.  Prior to joining the firm, Greg worked at TD Ameritrade Institutional where he spent ten years as a Vice President of Sales working with SEC registered RIAs. In this capacity, he was responsible for increasing net new assets and bringing actionable growth and practice management solutions to his RIA clients.

Greg previously worked at BMO Harris Bank as the liaison between the portfolio management department and the institutional trust department’s large pension and profit sharing clients.  Subsequent to this, he joined Continental Bank and collaborated with Hewitt Associates to build a daily valuation product for the bank’s large defined contribution client base which enabled Continental to successfully compete in the 401k arena.  Greg also served as National Director of Fiduciary Services at RSM McGladrey where he developed and sold an investment advisory service for mid-market 401k plans.  He also built a national sales team to sell fiduciary services to the firm’s retirement plan clients.

Greg is a past Director of the Midwest Pension Conference.  He graduated from St. Louis University with a classical bachelors in English, philosophy and theology.  He has a minor in French from McGill University.