Philip A. Kojich
CFA CIMA

Philip Kojich is a Senior Institutional Consultant at Goelzer Investment Management. He works with institutional clients to help them pursue their long-term investment objectives through thoughtful guidance, relationship stewardship, and customized investment solutions.

Philip brings more than 15 years of investment industry experience spanning institutional consulting, retirement plans, and wealth management. Prior to joining Goelzer, he held several roles at Capital Group, most recently as a senior associate relationship manager where he focused on working with large corporate Defined Contribution & Defined Benefit plans. Earlier in his career, Philip held investment and relationship management positions at The Vanguard Group and Busey Wealth Management.

Philip earned both a Bachelor of Science in Finance and a Master of Science in Accounting from the University of Illinois Urbana-Champaign. He is a Chartered Financial Analyst (CFA) charter holder and holds the Certified Investment Management Analyst (CIMA) designation. Philip also holds FINRA Series 7, 63, and 65 licenses.