John Eberle

Manage a Book of $150 million AUM of high net worth Clients focusing on financial planning and tax-efficient investment strategies.

Advised Clients on financial planning and tax-efficient money management strategies, with a minor focus on Alternative investment strategies.

I brought a Client book from a Firm that I started. The goal was to grow the Wealth Management business, while also growing the outsourced Chief Investment Officer business of advising RIA Firms. Taiber Kosmala is an Institutional Consulting firm. The business of advising Pension funds, Endowment and Foundations has become very competitive over the last decades, as so many Institutional Investors now index their money management. This is roughly two-thirds of assets, so Institutional Consultants have had to rebrand themselves.

After the Great Financial Crisis, I felt a profound moral obiligation to help Clients with their financial goals, while being free of the conflicted business models of the Wall Street Firms. I decided that putting the word 'Fiduciary' in the title of my new Firm was a must.

I enjoyed getting to know Clients on a much deeper level, while implementing robust financial plans, and keeping Client fees low, by avoiding the dual fee model of the investment banks.

I worked at JP Morgan, and predecessor organizations for more than fourteen years. In my last five years, I ran a Team of four Investment Advisors, and eight people total. We grew a Revenue book from $6 million, to $10 million without adding head count. This was during the period of the Great Financial Crisis. I learned a great deal about how Wall Street works, and the goods, and the bads of serving Clients, while also serving the needs of Management and Shareholders.