Ian Acosta, CFA
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. 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 has been awarded the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago.