BK CAPITAL - Key Persons
Bryan J. Kotlarz - Chief Investment Officer, President
Job Titles:
- Chief Investment Officer
- President
Bryan has over 12 years of experience utilizing his holistic approach encompassing all of his clients goals and striving to achieve them through proper financial and investment management.
He graduated from the University of Connecticut with a degree in Economics and continued his financial education by obtaining his Certified Financial Planning designation. Before opening his own practice, he worked and gained his institutional investment knowledge from TD Private Client Wealth a business of TD Wealth Management.
Bryan currently holds his Series 7, Series 66, Life and Health registrations with a variable contracts license
He believes strongly in giving back to the community. Currently volunteers as the Treasurer for the board of Directors for St. Vincent de Paul of Middletown Connecticut.
Bryan resides in hometown of Middlefield his wife Kathryn, sons Christian and Logan. On occasion he enjoys chasing the little white ball around the golf course.
Job Titles:
- Managing Director
- Financial Planner
Justin is a dedicated financial planner who specializes in assisting physicians and dentists. Justin fully understands the myriad of complex challenges faced in their constantly changing environment. Justin is a frequent speaker at residency programs, physician associations, and medical societies around the country on topics related to financial education for medical professionals.
Justin graduated cum laude from Roger Williams University with a degree in Marketing with a concentration in International Studies.
Justin currently holds his Series 7, Series 66, and Life and Health registrations.
Justin resides in West Hartford with his wife, Ieva, and their sons, Oliver and Lukas. Justin volunteers as a Board Member for the Ben Bronz Foundation and in his spare time Justin can be found golfing, playing tennis, or taking on the challenge of maintaining a green and weed-free lawn.
Kim brings 10 years of office administrative experience and serving client's needs to her role. She most recently spent six years at a financial firm where she gained valuable industry experience. Kim holds a Bachelor of Arts degree from Franklin Pierce University in New Hampshire.
Kim provides ongoing support to the team while organizing and controlling the flow of new accounts and their respective documentation. Kim is committed to developing and maintaining strong client relationships and providing exceptional service.
Kim resides in upstate New York with her husband, Aaron, and their two children, Kaiden & Kaylee, and their two cats, Flash and Bella. When not assisting our clients Kim and her family spend as take in as much outside time as they can. In the summer you may see them out on their local lake while in the winter some skiing in Vermont.
Ronald has over 25 years of experience building relationships with individuals who need customized plans and advice. His holistic
Thomas has 25 years of experience in investment management and equity research. Thomas is the market strategist for BK Capital, LLC. Thomas reviews and designs all portfolios with the investment committee for BK Capital. Thomas leads the investment selection process for the firm and assists all clients with portfolio allocation and investment monitoring. Thomas also leads the team on retirement plan investments, assisting plan sponsors and trustees with investment due diligence, service provider benchmarking, analyzing and monitoring plan performance for compliance with fiduciary responsibilities and participant education.
Prior to joining BK Capital, Thomas was a senior advisor for PASI Investments. He was tasked with the selection of all investments and maintained all the custom model portfolios for the firm. Additionally, he met with trustees of the 401(k)'s to review plan investments and provided participant education.
Thomas previously worked at T.H. Fitzgerald & Co. performing a variety of tasks including advising on strategic market research, equity research and information technology. He was also the head trader for the composite portfolio while concurrently performing all required duties in managing an offshore-based fund including portfolio management, security research, cash management and account administration.
Thomas was recruited from T.H. Fitzgerald in early 2011 to help create Momentrix Investing - an online investment newsletter. The success of this venture led to the formal adoption of Tom's unique investment methodology as the Fundamental Momentum Investment Strategy, which ultimately led to the founding of Fundamental Momentum Investing, LLC. At FMI, his responsibilities included establishing client relationships, all aspects of management of FMI portfolios including day-to-day oversight (e.g., trading, hedging, cash management, etc.), performing equity research, analyzing economic releases, monitoring the global financial and economic market environment. Thomas led FMI into retirement plan management, employee education, advice, and mutual fund selection and monitoring.