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John Kozey

Managing Director
Cambridge Wilkinson


John Kozey provides businesses with all possible forms of non-bank financing available, at the lowest possible cost. He often works with commercial bankers whose clients do not qualify for additional financing from their own bank, and even helps with personal credit repair and business credit building (yes, businesses do have a credit score!).

John has been in the financial services industry since the 1980’s, most recently as COO of a firm in the alternative lending space. His passion is understanding unique financial needs and finding creative solutions. He is also a portfolio strategist and member of the investment committee for Krietzberg Wealth Management, where he advises on asset allocation and security selection. Prior to alternative finance, he was director of research for a private Swiss family office, and an on-air investment analyst on a private platform for institutional and wealth management professionals specializing in factor-related portfolio strategies.

John has been active in financial technology startups and has worked with some of the largest financial analytics firms as manager of the product specialist team of subject matter experts, where he translated complex ideas into “shirtsleeve” English. He served as the first director of equity research for Bridge Trading Company. His institutional experience included Merrill Lynch Institutional sales and trading, where he held both roles in the equity derivatives group, including stock index arbitrage and pairs trading before it was given a name. Spending most of his career in sales, sales management and as a research analyst, he has authored thousands of analytical reports covering factor models, asset allocation and stock selection.

John graduated from Wilkes University, magna cum laude, with dual majors in computer science and economics, and Cornell University’s Johnson School of Business with an MBA in finance. He holds the Chartered Financial Analyst (CFA) designation and a retired Chartered Market Technician (CMT).

John is a member of the Syosset Business Advisory and is a volunteer pastoral counselor, holding an MTH in pastoral care and counseling.

John holds his Series 82 and 63 professional licenses with Cambridge Wilkinson.

John can be reached via email at:

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