Newport Capital Group
David Kozodoy, AIF® is currently the Senior Vice President Investments at Newport Capital Group since September 2013. Prior to that, David worked as an Investment Consultant at Aon Hewitt from June 2008 to July 2013. With experience as a Sr. Investment Analyst at Portfolio Evaluations, Inc. from July 1999 to June 2008 and as Asst. Vice President at SG Pacific Asset Management from June 1993 to May 1998, David has a strong background in providing strategic investment information and analyzing portfolio performance. David holds an MBA in Finance from Rutgers University and a Bachelor of Science from LIU Post.
Newport Capital Group
As consultants to organizations across the United States, Newport Capital Group offers total retirement solution services for all types of plans including but not limited to; defined contribution, defined benefit, 403(b) plans, non-qualified and endowments. We are completely independent in our approach and therefore have no allegiance to any investment products. Newport Capital Group is a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law. Registration with the SEC or with any state securities authority does not imply a certain level of skill or training.