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Profil
William Kozicki worked as an Analyst at Merrill Lynch & Co., Inc. and as a Principal at Bank of America Corp.
and Warner Records, Inc. He also worked as a Vice President at Corebridge Institutional Investments (US) LLC.
In 2008, he worked as a Senior Investment Analyst at Post Advisory Group LLC.
From 2009 to 2018, he worked as a Portfolio Manager at Beach Point Capital Management LP.
Mr. Kozicki received his undergraduate degree from The Wharton School of the University of Pennsylvania in 1996.
Anciens postes connus de William Kozicki
| Sociétés | Poste | Fin |
|---|---|---|
Beach Point Capital Management LP
 Beach Point Capital Management LP Investment ManagersFinance Beach Point specializes in credit-related investments and employs a flexible, value-oriented and risk-controlled approach that focuses on complex and less followed opportunities. They utilize both fundamental and technical analysis in its research process. | Analyst-Fixed Income | - |
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post is a client-centered, active credit investment management firm that combines deep investment knowledge and a disciplined risk-management approach with a goal of delivering attractive risk-adjusted returns across macro-economic and market cycles. They offer a broad range of high yield and senior loan investment and credit strategies. Their process combines rigorous bottom-up fundamental credit research and analysis with an emphasis on downside risk mitigation. They augment their bottom-up credit research process with a top-down macro and technical overlay to enhance risk management with a goal of positioning their portfolios to achieve attractive relative and absolute performance through market and macroeconomic cycles. | Analyst-Fixed Income | 31/12/2008 |
Corebridge Institutional Investments (US) LLC
 Corebridge Institutional Investments (US) LLC Investment ManagersFinance CII consults with each client to develop investment guidelines designed to align with the client's investment objectives and risk tolerance. The firm provides top-down analyses of macro- and industry-sector trends that anchor and complement the bottom-up credit research conducted by corporate analysts. | Corporate Officer/Principal | - |
Warner Records, Inc.
 Warner Records, Inc. Movies/EntertainmentConsumer Services Provides music recording services | Corporate Officer/Principal | - |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de William Kozicki
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Warner Records, Inc.
Warner Records, Inc. Movies/EntertainmentConsumer Services Provides music recording services | Consumer Services |
Corebridge Institutional Investments (US) LLC
Corebridge Institutional Investments (US) LLC Investment ManagersFinance CII consults with each client to develop investment guidelines designed to align with the client's investment objectives and risk tolerance. The firm provides top-down analyses of macro- and industry-sector trends that anchor and complement the bottom-up credit research conducted by corporate analysts. | Finance |
Post Advisory Group LLC
Post Advisory Group LLC Investment ManagersFinance Post is a client-centered, active credit investment management firm that combines deep investment knowledge and a disciplined risk-management approach with a goal of delivering attractive risk-adjusted returns across macro-economic and market cycles. They offer a broad range of high yield and senior loan investment and credit strategies. Their process combines rigorous bottom-up fundamental credit research and analysis with an emphasis on downside risk mitigation. They augment their bottom-up credit research process with a top-down macro and technical overlay to enhance risk management with a goal of positioning their portfolios to achieve attractive relative and absolute performance through market and macroeconomic cycles. | Finance |
Beach Point Capital Management LP
Beach Point Capital Management LP Investment ManagersFinance Beach Point specializes in credit-related investments and employs a flexible, value-oriented and risk-controlled approach that focuses on complex and less followed opportunities. They utilize both fundamental and technical analysis in its research process. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
