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Greg Cozad
Chief Executive Officer at Cozad Asset Management, Inc.
Profile
Mr. Gregory D.
Cozad is a Chief Executive Officer & President at Cozad Asset Management, Inc. He charts the overall strategic direction of the company and guides the growth of all its operations, including asset management, investment planning and new business initiatives.
He serves high net worth clients in determining asset allocation and investment strategies.
He is also a Registered Representative of M Holdings Securities, Inc.
Mr. Cozad has served as president of the Stevick Foundation and Chapter Chair of YPO Gold Chicago.
In the past he has served on the Champaign City Council, Champaign-Urbana Economic Development Corporation Board and University of Illinois College of Business Dean’s Business Council.
He graduated with distinction from Indiana University and went on to receive both law and masters of business administration degrees from the University of Notre Dame.
A Certified Financial Planner practitioner, he is knowledgeable in all aspects of financial management.
Greg Cozad active positions
Companies | Position | Start |
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Cozad Asset Management, Inc.
![]() Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Chief Executive Officer | 01/05/1993 |
Training of Greg Cozad
Indiana University | Undergraduate Degree |
University of Notre Dame | Graduate Degree |
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Linked companies
Private companies | 1 |
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Cozad Asset Management, Inc.
![]() Cozad Asset Management, Inc. Investment ManagersFinance Cozad Asset Management, Inc. (Cozad) is an independent, SEC-registered investment advisor headquartered in Champaign, Illinois. Founded in 1972, Cozad provides investment advisory services to individuals, trusts, charitable foundations and organizations, municipal retirement plans, corporations, investment companies and retirement plans. | Finance |
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