Phillip J. Kosmala, Co-Founder of Taiber Kosmala & Associates, LLC, boasts over 25 years of experience in the investment consulting industry. Prior to co-founding the firm, he held several leadership positions at Lowery Asset Consulting, including Executive Vice President, Director of Manager Research, Chief Compliance Officer, and Chairman of the firm’s investment committee. In these roles, he oversaw investment consulting for a diverse range of clients and spearheaded manager research and capital markets research.

Previously, Phil served in senior research and investment consulting roles at DiMeo Schneider & Associates, LLC, where he was acting Chairman of the Investment Committee and Manager Research Director. His early career included four years with the Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, providing valuable experience for his subsequent roles in manager research & diligence and chief compliance.

Phil's insights have been featured in national media outlets, and he is a frequent speaker at industry conferences. He holds a bachelor's degree in finance from DePaul University, the CFA designation, and is a member of both the CFA Institute and the CFA Society of Chicago.