Meet the team

Co-Founder, Taiber Kosmala, LLC
Investment Consultant, U.S. Wealth Management*

Phone: 312-300-4781
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About Phil Kosmala

Phil is a strategic partner of U.S. Wealth Management where he acts as the Investment Consultant*. A Co-Founder of Taiber Kosmala & Associates, LLC, he 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. Mr. Kosmala and his team had the responsibility of advising a national client base of endowments, foundations, plan sponsors, and affluent families. Additionally, Mr. Kosmala 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, Mr. Kosmala held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC. Here Phil was acting Chairman of the Investment Committee and Manager Research Director. In the early 1990’s Mr. Kosmala 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.

*Phil Kosmala and Taiber Kosmala, LLC are not affiliated with U.S. Wealth Management, U.S. Financial Advisors or LPL Financial.