Profil
Mr. David A.
Kozlowski is a President at Verus Financial Partners, Inc. He joined the firm in 1997 as a financial planner, and took the path less traveled for those going into finance.
He holds a Bachelor’s degree in Finance from James Madison University and a Master’s degree in Financial Planning from the College of Financial Planning.
Postes actifs de Dave Kozlowski
| Sociétés | Poste | Début |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | President | 01/05/2012 |
Formation de Dave Kozlowski
| The College for Financial Planning, Inc. | Graduate Degree |
| James Madison University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
