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Ian Acosta, CFA

Ian Acosta, CFA

Financial Advisor

Followers of Ian Acosta, CFA1000 followers
location of Ian Acosta, CFAUnited States

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  • Timeline

  • About me

    Vice President at Taiber Kosmala and Associates, LLC

  • Education

    • Brother Rice High School Chicago

      2008 - 2012
      High School Diploma

    • University of Illinois at Urbana-Champaign

      2012 - 2016
      Bachelor's Degree Economics

      Activities and Societies: Economics Club Economics Peer Mentor Economics Ambassador Took classes in Introductory Microeconomics and Macroeconomics, Intermediate Microeconomics and Macroeconomics, Business Statistics, Public Sector Economics, Game Theory, Auctions, and Industrial Competition and Monopoly.

    • University of Illinois at Urbana-Champaign

      2012 - 2016
      Bachelor's Degree Statistics

  • Experience

    • McAdam Financial

      Aug 2016 - May 2017
      Financial Advisor

      Specialize in comprehensive planning which factors in professional, personal, and financial aspects of clients' situation. Build customized financial plans tailored to client specific situation and goals. Recommend strategies and investments based on suitability needs and long-term planning.

    • Scottrade

      May 2017 - Mar 2018
      Investment Consultant

      Reach out to clients on daily basis to develop and strengthen relationship with firm. Check-in on portfolios, investment goals, investment strategy, and overall level of satisfaction. Offer investment ideas and strategies to clients based on client's level of risk, time horizon, and portfolio strategy. Explain various topics related to investing such as margin, options, order types, different account types, and asset classes. Answer inbound client calls to help clients with various account service related activities. Show less

    • Taiber Kosmala and Associates, LLC

      Mar 2018 - now

      • Vice President

        Jan 2022 - now

      • Senior Associate

        Dec 2020 - Dec 2021

      • Investment Analyst

        Mar 2018 - Dec 2020

  • Licenses & Certifications

  • Volunteer Experience

    • Economics Alumni Peer Mentor

      Issued by University of Illinois at Urbana-Champaign on Sept 2017
      University of Illinois at Urbana-ChampaignAssociated with Ian Acosta, CFA

    • Peer Mentor

      Issued by University of Illinois Department of Economics on Jan 2015
      University of Illinois Department of EconomicsAssociated with Ian Acosta, CFA

    • Economics Ambassador

      Issued by University of Illinois at Urbana-Champaign on Aug 2014
      University of Illinois at Urbana-ChampaignAssociated with Ian Acosta, CFA