Phillip Kosmala, CFA

Taiber Kosmala & Associates

Co-Founder


As an outside advisor to Mesirow Financial Retirement Planning and Advisory’s Investment Committee, Phil Kosmala is Co-Founder of Taiber Kosmala & Associates, LLC, and has been in the investment consulting industry for more than 15 years.

Prior to establishing Taiber Kosmala & Associates, Phil 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. Phil and his team had the responsibility of advising a national client base of endowments, foundations, plan sponsors, and affluent families. Additionally, he 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 and diligence.

Phil has also held senior research and investment consulting roles at DiMeo Schneider & Associates, LLC, where he served as acting chairman of the investment committee and as manager research director. In the early 1990’s Phil spent four years with the 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 and 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 earned a bachelor’s degree in finance from DePaul University, has been awarded the CFA designation, and is a member of the CFA Institute and CFA Society of Chicago.