David Kozodoy Email & Phone Number
Senior Vice President Investments @ Newport Capital Group
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David Kozodoy Location
- Red Bank, NJ, US
David Kozodoy Work
- Senior Vice President Investments @ (September 2013 - Present)
- Investment Consultant @ (June 2008 - July 2013)
- Sr. Investment Analyst @ Portfolio Evaluations, Inc. (July 1999 - June 2008)
- Asst. Vice President @ SG Pacific Asset Management (June 1993 - May 1998)
David Kozodoy Education
- Rutgers University
MBA (Finance)
1996-1999 - Long Island University, C.W. Post Campus
Bachelor of Science
1991-1993 - John P. Stevens High School 1984-1988
David Kozodoy Skills
- Investment Analysis
- Defined Benefit
- Retirement
- Morningstar Direct
- Investment Policy Statements
- Target Date Funds
- Pensions
- Investment Advisory
- Consulting
- ERISA
- Performance Attribution
- Performance Measurement
- Plan Sponsor
- Defined Contribution
- Mutual Fund
- Mutual Funds
- 401k
- Institutional
- Investments
- MBA
- Asset Allocation
- Investment Management
- Investment Strategies
- Pension Funds
- Portfolio Management
- Valuation
- Business Analysis
- Services
- Process Improvement
- Financial Services
- Marketing
- Strategy
- Finance
David Kozodoy Summary
- David Kozodoy, based in Red Bank, NJ, US, is currently a Senior Vice President Investments at Newport Capital Group. David Kozodoy brings experience from previous roles at Aon Hewitt, Portfolio Evaluations, Inc. and SG Pacific Asset Management. David Kozodoy holds a 1996 - 1999 MBA in Finance @ Rutgers University. With a robust skill set that includes Investment Analysis, Defined Benefit, Retirement, Morningstar Direct, Investment Policy Statements and more. David Kozodoy has 4 emails and 1 mobile phone numbers on RocketReach.
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