Lowery Asset Consulting, LLC

Description

Address: 20 North Wacker Drive Suite 3850 Located in the Civic Opera House Building, Chicago, IL 60606 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 759-2314Category: : Website: : : Place name: : : : Website: http://www.loweryasset.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lowery Asset Consulting Posting publicly on the Web Write a review Reviews Be the first to review

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Lowery Asset Consulting, LLC Employees

Employee
Years
Job
Industry
Benjamin Kresner Benjamin Kresner Greater Chicago Area Details
Benjamin Kresner's Lowery Asset Consulting, LLC Experience July 2014 - Present
Job Investment Analyst at Lowery Asset Consulting, LLC
Industry Financial Services
Experience
Lowery Asset Consulting, LLC   July 2014 - Present
McGladrey  May 2013 - July 2014
The University of Iowa Krause Fund  August 2012 - December 2012
Morgan Stanley Smith Barney  May 2012 - August 2012
Sigma Pi Fraternity  August 2010 - August 2011

Skills
Finance, Analysis, Investment Manager..., Performance Analysis, Leadership, Strategic Financial..., Wealth Management, Financial Forecasting, Performance Reporting, Financial Modeling, Fundamental Analysis, Microsoft Office, Mutual Funds, Bloomberg Terminal, Equity Valuation, Customer Service, Teamwork

Education
University of Iowa   2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.61

Passed Level I of the CFA Program

Dan Pazar Dan Pazar Greater Chicago Area Details
Dan Pazar's Lowery Asset Consulting, LLC Experience January 2008 - Present
Job Lowery Asset Consulting, LLC
Industry Financial Services
Experience
Lowery Asset Consulting, LLC   January 2008 - Present

Skills
Alternative Investments, Investments, Valuation, Asset Allocation, Hedge Funds, Equities, Private Equity, Financial Analysis, Portfolio Management

Education
University of Illinois at Chicago   2004 — 2007
Finance, Economics

David Juzwiak, CPA David Juzwiak, CPA Chicago, Illinois Details
David Juzwiak, CPA's Lowery Asset Consulting, LLC Experience October 2012 - Present
Job Lowery Asset Consulting, LLC
Industry Financial Services
Experience
Lowery Asset Consulting, LLC   October 2012 - Present
Rehmann  April 2009 - October 2012
Rehmann  January 2007 - April 2009

Skills
Wealth Management, Investments, Investment Management, Financial Analysis, Asset Managment

Education
Aquinas College   2002 — 2007
BS, Business Admin / Accounting Dual Major

DeCarlo Venzell DeCarlo Venzell Greater Los Angeles Area Details
DeCarlo Venzell's Lowery Asset Consulting, LLC Experience February 2001 - August 2002
Job Writer/Producer at Mind Over Body Productions
Industry Entertainment
Experience
Mind Over Body Productions   March 2007 - Present
Lowery Asset Consulting, LLC   February 2001 - August 2002

Skills
Screenwriting, Creative Writing, Story Structure, Writing Skills, Film Production, People Management, Print Production, Web Design, Graphic Design, Film

Education
Columbia College Chicago   2003 — 2005
Entertainment & Music Management

Courtney Rogers Cervantes Courtney Rogers Cervantes Greater Chicago Area Details
Courtney Rogers Cervantes's Lowery Asset Consulting, LLC Experience December 2010 - Present
Job Investment Consultant at Lowery Asset Consulting, LLC
Industry Investment Management
Experience
Lowery Asset Consulting, LLC   December 2010 - Present
Raymond James  May 2005 - December 2010
Morgan Stanley  November 2003 - May 2005

Skills
Mutual Funds, Hedge Funds, Investments, Investment Advisory, Due Diligence, Valuation, Investment Management, Alternative Investments, Series 7, Portfolio Management

Education
University of Iowa - Henry B. Tippie College of Business   1999 — 2003
BBA, Finance, Minor in Accounting & Marketing

Dekalb High School

Arthur Bidwill Arthur Bidwill Greater Chicago Area Details
Arthur Bidwill's Lowery Asset Consulting, LLC Experience June 2014 - September 2014
Job Associate Analyst, Passed all 3 levels of CFA material
Industry Financial Services
Experience
Driehaus Capital Management LLC  July 2015 - Present
Colorado Eagles   September 2012 - May 2015
Lowery Asset Consulting, LLC   June 2014 - September 2014
Edward Jones  May 2012 - August 2012
Chicago Board of Trade  May 2010 - September 2011

Skills
Options, Microsoft Excel, Financial Advisory, Bonds, Valuation, Finance, Economics, Trading, Investments, Financial Analysis, Financial Modeling

Education
Colorado College   2008 — 2012
Bachelor's Degree, Mathematical Economics

Jeff Kowalczyk Jeff Kowalczyk Greater Chicago Area Details
Jeff Kowalczyk's Lowery Asset Consulting, LLC Experience January 2011 - Present
Job Investment Consultant at Lowery Asset Consulting, LLC
Industry Financial Services
Experience
Lowery Asset Consulting, LLC   January 2011 - Present
The LaSalle Street Consulting Group of Raymond James & Associates   April 2005 - January 2011
Morgan Stanley  October 2000 - April 2005
Professional Baseball  March 1991 - April 2000

Skills
Investments, Asset Allocation, Retirement Planning, Equities, Pensions, Finance, Institutional..., Defined Contribution, 401k, Alternative Investments, Asset Management, Mutual Funds, Wealth Management, Investment Strategies

Education
Illinois State University   1986 — 1990
BS, Economics & History

Montini Catholic

Joseph Taiber Joseph Taiber Chicago, Illinois Details
Joseph Taiber's Lowery Asset Consulting, LLC Experience November 2003 - June 2012
Job Managing Partner at Taiber Kosmala & Associates, LLC
Industry Investment Management
Experience
Taiber Kosmala & Associates, LLC   June 2012 - Present
Lowery Asset Consulting LLC  November 2003 - June 2012
DiMeo Schneider & Associates  March 1999 - November 2003

Skills
Alternative Investments, Investments, Hedge Funds, Asset Allocation, Private Equity, Pensions, Management, Program Management, Equities, Asset Management, Portfolio Management, Investment Management, Fixed Income, Investment Strategies, Endowments, Wealth Management, Mutual Funds, Capital Markets, Valuation, Series 7

Education
University of Iowa   1989 — 1993
Bachelors, Finance

Jeffrey Grenchik Jeffrey Grenchik Chicago, Illinois Details
Jeffrey Grenchik's Lowery Asset Consulting, LLC Experience June 2005 - June 2012
Job Financial Analyst
Industry Financial Services
Experience
Taiber Kosmala & Associates   2012 - August 2015
Lowery Asset Consulting, LLC   June 2005 - June 2012
DiMeo Schneider & Associates  2000 - 2005

Skills
Asset Management, Alternative Investments, Investments, Hedge Funds, Equities

Education
Illinois State University   1994 — 1995
Finance, General

Illinois State University   1993 — 1995
Finance, General

Shakthivel Masilamani Shakthivel Masilamani Greater Boston Area Details
Shakthivel Masilamani's Lowery Asset Consulting, LLC Experience 2007 - 2007
Job Senior Associate at Symphony Asia Holdings Pte. Ltd.
Industry Financial Services
Experience
Symphony Asia Holdings Pte. Ltd.   February 2015 - Present
S&P Capital IQ  April 2013 - January 2015
S&P Capital IQ  August 2011 - March 2013
ClariFI  September 2008 - July 2011
Lowery Asset Consulting LLC  2007 - 2007

Skills
Quantitative Finance, Bloomberg, VBA, Equities, Quantitative Analytics, Financial Markets, Financial Modeling, Portfolio Management, Matlab, Asset Management, Hedge Funds

Education
University of Michigan   2006 — 2007
MS, Financial Engineering

Anna University   2001 — 2005
B.Tech, Electronics Engineeering