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Investment Planners CEO and executives

Executive Summary. Based on our data team's research, David P. Koshinski is the Investment Planners's CEO. Investment Planners has 350 employees, of which 15 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Investment Planners executive team is 69% female and 31% male.
  • 72% of the management team is White.
  • 7% of Investment Planners management is Hispanic or Latino.
  • 12% of the management team is Black or African American.
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Name & TitleBio
David P. Koshinski

CEO

Bayard Closser

President

Bayard Closser's LinkedIn

Ben Bramer

Chief Compliance Officer

John Dickey

Operations Specialist

Julie Hovis

Marketing, Communications & Events

Lisa Courtney

Commissions Associate / Accounts Payable

Lori Fuerstenberg

Chief Compliance Officer

Lori Fuerstenberg's LinkedIn

Lori Kidd

Accounting Associate / Accounts Receivable

Mary Yeager

Board Member

Michelle Hancock

Senior Operations Principal

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Investment Planners jobs

Investment Planners board members

Name & TitleBio
Mary Yeager

Board Member

Investment Planners leadership demographics

Investment Planners gender distribution in management team

  • The Investment Planners executive team is 69% female and 31% male.
  • Investment Planners is 53% female and 47% male company-wide.
Male
Male
31%
Company-wide: 47%
Female
Female
69%
Company-wide: 53%

Investment Planners executives by race

Management Team:
  • The most common ethnicity among Investment Planners executive officers is White.
  • 72% of the management team is White.
  • 12% of Investment Planners's management is Black or African American.
  • 7% of the management team is Hispanic or Latino.
Company-wide:
  • White is the most common ethnicity company-wide.
  • 64% of employees are White.
  • 12% of employees are Black or African American.
  • 11% of employees are Hispanic or Latino.
  • Management team
  • General
100%
80%
60%
40%
20%
0%
Unknown
White
Black or African American
Asian
Hispanic or Latino

Investment Planners jobs nearby

Investment Planners executives FAQs

Zippia gives an in-depth look into the details of Investment Planners, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Investment Planners. The employee data is based on information from people who have self-reported their past or current employments at Investment Planners. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Investment Planners. The data presented on this page does not represent the view of Investment Planners and its employees or that of Zippia.

Investment Planners may also be known as or be related to Invesment Brothers Incorporated, Investment Planners, Investment Planners, Inc. and Investment Planners, Inc. -- Ipi Wealth Management, Inc.