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David Kozodoy, AIF® is currently the Senior Vice President Investments at Newport Capital Group. With a background in investment consulting and analysis, David has provided strategic and tactical investment information to plan sponsors of trustee and participant directed qualified ERISA plans with assets ranging from $15 million to over $1 billion. Prior to their current role, David has held positions as an Investment Consultant at Aon Hewitt, Sr. Investment Analyst at Portfolio Evaluations, Inc., and Asst. Vice President at SG Pacific Asset Management. David holds an MBA in Finance from Rutgers University and a Bachelor of Science from LIU Post.