David Kozodoy, AIF^®

David Kozodoy, Senior Vice President of Investments at Newport Capital Group, specializes in advising investment committees of qualified retirement plans on their investment programs. David brings over 25 years of investment experience and over 22 years in the consulting industry to Newport Capital Group helping committees meet their fiduciary duties under DOL guidelines. David’s responsibilities include conducting due diligence on plan investments, delivering investment evaluations and performing manager searches. He is also a member of the Newport Capital Group Investment Committee. Prior to joining Newport Capital Group, David acted in a similar capacity as a consultant with Hewitt Ennis Knupp and previously spent a number of years as a senior investment analyst with a smaller consulting firm.

David graduated with a Bachelor of Science from Long Island University, majoring in finance and earned his MBA from Rutgers University. David is an Investment Adviser Representative, FINRA Series 65 and holds the Accredited Investment Fiduciary^® (AIF^®) designation from fi360. 

David is an active member of his synagogue community, holds various committee positions and sits on the Temple’s Board of Directors and Investment Committee. He lives in East Brunswick, New Jersey, with his wife and two daughters.