Thomas David Kowalczyk

No más puestos en curso

Finance

Consumer Services

Perfil

Thomas David Kowalczyk is Chief Executive & Compliance Officer at Steadtrust LLC since 2025.
Formerly, Mr. Kowalczyk was Head of Platform at B. Riley Wealth Advisors, Inc. from 2022 to 2024.
Mr. Kowalczyk was Senior Vice President at Ironwood Wealth Management, Inc. from 2014 to 2017.
Mr. Kowalczyk was Vice President at Signator Financial Services, Inc. from 2013 to 2014.
Mr. Kowalczyk was Principal at Symetra Financial Corp.
from 2006 to 2013.
Mr. Kowalczyk completed undergraduate studies at Boise State University and earned an MBA from City University of Seattle.

Cargos activos de Thomas David Kowalczyk

Empresas	Cargo	Inicio

Todos los cargos activos de Thomas David Kowalczyk

Antiguos cargos conocidos de Thomas David Kowalczyk.

Empresas	Cargo	Fin
B. Riley Wealth Advisors, Inc. B. Riley Wealth Advisors, Inc. Investment ManagersFinance BRWA’s investment advisory representatives (IARs) determine investments and allocations based upon clients’ predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The IARs use a variety of investment analysis techniques to analyze the securities they purchase or sell on behalf of clients.	Director Ejecutivo	01/07/2022
Ironwood Wealth Management, Inc. Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood manages client portfolios on a discretionary basis with the goal of achieving the client’s longer-term objectives. The firm allocates investment assets consistent with the designated investment objectives of the client. Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives.	Corporate Officer/Principal	01/07/2017
Signator Financial Services, Inc. Signator Financial Services, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	01/02/2014
SYMETRA FINANCIAL CORPORATION	Corporate Officer/Principal	01/10/2013

Ver el detalle de la experiencia de Thomas David Kowalczyk.

Formación de Thomas David Kowalczyk.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Thomas David Kowalczyk.

Relaciones

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	6
B. Riley Wealth Advisors, Inc. B. Riley Wealth Advisors, Inc. Investment ManagersFinance BRWA’s investment advisory representatives (IARs) determine investments and allocations based upon clients’ predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The IARs use a variety of investment analysis techniques to analyze the securities they purchase or sell on behalf of clients.	Finance
Signator Financial Services, Inc. Signator Financial Services, Inc. Investment ManagersFinance Provides investment advice	Finance
Symetra Financial Corp. Symetra Financial Corp. Life/Health InsuranceFinance Provide life insurance, retirement and employee benefits services	Finance
Boise State University Boise State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
City University of Seattle City University of Seattle Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ironwood Wealth Management, Inc. Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood manages client portfolios on a discretionary basis with the goal of achieving the client’s longer-term objectives. The firm allocates investment assets consistent with the designated investment objectives of the client. Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives.	Finance