Joseph 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.