Mary Therese Kozar

Mary Therese Kozar

Analyst-Equity at Capital Advisors Ltd. LLC

Finance

Consumer Services

Profile

Ms. Mary T.
Kozar is a Senior Analyst at Capital Advisors Ltd.
LLC.
Her areas of focus strategic cash flow modeling, investment planning and insurance planning.
Ms. Kozar wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing.
As a Senior Analyst, her main responsibility is her clients: getting to know their point-of-view so she can offer sound advice on investments and estate planning.
She received her BBA degree in Finance from Cleveland State University.

Mary Therese Kozar active positions

Companies	Position	Start
Capital Advisors Ltd. LLC Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners.	Analyst-Equity	2010-05-31

All active positions of Mary Therese Kozar

Training of Mary Therese Kozar

Cleveland State University

Undergraduate Degree

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Private companies

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2

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1

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Mary Therese Kozar

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