![Thomas David Kowalczyk](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Thomas David Kowalczyk is Chief Executive & Compliance Officer at Steadtrust LLC since 2025.
Formerly, Mr. Kowalczyk was Head of Platform at B. Riley Wealth Advisors, Inc. from 2022 to 2024.
Mr. Kowalczyk was Senior Vice President at Ironwood Wealth Management, Inc. from 2014 to 2017.
Mr. Kowalczyk was Vice President at Signator Financial Services, Inc. from 2013 to 2014.
Mr. Kowalczyk was Principal at Symetra Financial Corp.
from 2006 to 2013.
Mr. Kowalczyk completed undergraduate studies at Boise State University and earned an MBA from City University of Seattle.
Aktive Positionen von Thomas David Kowalczyk
| Unternehmen | Position | Beginn |
|---|
Ehemalige bekannte Positionen von Thomas David Kowalczyk
| Unternehmen | Position | Ende |
|---|---|---|
B. Riley Wealth Advisors, Inc.
 B. Riley Wealth Advisors, Inc. Investment ManagersFinance BRWA’s investment advisory representatives (IARs) determine investments and allocations based upon clients’ predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The IARs use a variety of investment analysis techniques to analyze the securities they purchase or sell on behalf of clients. | Vorstandsvorsitzender | 01.07.2022 |
Ironwood Wealth Management, Inc.
 Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood manages client portfolios on a discretionary basis with the goal of achieving the client’s longer-term objectives. The firm allocates investment assets consistent with the designated investment objectives of the client. Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Corporate Officer/Principal | 01.07.2017 |
Signator Financial Services, Inc.
 Signator Financial Services, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01.02.2014 |
| SYMETRA FINANCIAL CORPORATION | Corporate Officer/Principal | 01.10.2013 |
Ausbildung von Thomas David Kowalczyk
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
18
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance BRWA’s investment advisory representatives (IARs) determine investments and allocations based upon clients’ predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The IARs use a variety of investment analysis techniques to analyze the securities they purchase or sell on behalf of clients. | Finance |
Signator Financial Services, Inc.
Signator Financial Services, Inc. Investment ManagersFinance Provides investment advice | Finance |
Symetra Financial Corp.
 Symetra Financial Corp. Life/Health InsuranceFinance Provide life insurance, retirement and employee benefits services | Finance |
Boise State University
 Boise State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
City University of Seattle
 City University of Seattle Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ironwood Wealth Management, Inc.
Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood manages client portfolios on a discretionary basis with the goal of achieving the client’s longer-term objectives. The firm allocates investment assets consistent with the designated investment objectives of the client. Once allocated, they provide ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Finance |
