Joe Kuzmkowski

Jozef serves as a Portfolio Manager at Courier Capital, working with individuals, families, and companies to develop comprehensive financial plans that integrate with their estate and long-term financial goals. With over 20 years of experience in the financial services industry, he focuses on advising high-net-worth and ultra-high-net-worth clients seeking specialized, tax-efficient strategies.

Jozef earned a Bachelor of Arts in Marketing from Penn State University and holds Series 7, 63 and 66 licenses, as well as Life and Health Insurance licenses. He is actively involved in his community, serving on the Seneca Park Zoo Society Board of Trustees and the Boy Scouts of America Seneca Waterways Board of Trust.