John Philo, Cfa
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John Philo, Cfa Email & Phone Number

Portfolio Manager at Lozier Corporation
Location: Omaha, Nebraska, United States 5 work roles 1 school
2 work emails found @lozier.com 3 phones found area 402 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email j****@lozier.com
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lozier Corporation
Role
Portfolio Manager
Location
Omaha, Nebraska, United States
Company size
715 employees

Who is John Philo, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

John Philo, Cfa is listed as Portfolio Manager at Lozier Corporation, a company with 715 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at lozier.com, phone signal with area code 402, and a matched LinkedIn profile for John Philo, Cfa.

John Philo, Cfa previously worked as Chairman of the Investment Committee at Conley Investment Counsel and Senior Investment Analyst at Orizon Investment Counsel. John Philo, Cfa holds Bachelor Of Science (Bs), Business Administration, Finance from University Of Nebraska-Lincoln.

Company email context

Email format at Lozier Corporation

This section adds company-level context without repeating John Philo, Cfa's masked contact details.

*@lozier.com
74% confidence

AeroLeads found 2 current-domain work email signals for John Philo, Cfa. Compare company email patterns before reaching out.

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Profile bio

About John Philo, Cfa

John Philo, Cfa is a Portfolio Manager at Lozier Corporation. He possess expertise in asset allocation, portfolio management, investments, mutual funds, investment management and 11 more skills. Colleagues describe him as "I worked with John for a number of years, and higly recommend John for investment analysis and portfolio management. John implements a thorough, timely and successful money management strategy. John is passionate and professional about meeting the objectives of his clients, and thinks in advance of market events while conducting a valuable fundamental approach to investing."

Listed skills include Asset Allocation, Portfolio Management, Investments, Mutual Funds, and 12 others.

Current workplace

John Philo, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Lozier Corporation
Lozier Corporation
Portfolio Manager
omaha, nebraska, united states
Website
lozier.com
Employees
715
AeroLeads page
Company profile
View company profile Email format
5 roles

John Philo, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Lozier Corporation

Investment Management of Public Securities Portfolio

Jun 2013 - Present

Chairman Of The Investment Committee

Conley Investment Counsel
  • Responsible for the implementation and enhancement of investment policy and client asset allocation
  • Cultivate new investment ideas and perform due diligence on investment products
  • Build relationships with existing clients and prospects to ensure the long term viability of the firm
Jun 2008 - Jun 2013

Senior Investment Analyst

Orizon Investment Counsel
  • Manage mutual fund portfolios which represent majority of assets under management
  • Organize and lead weekly Investment Committee Meetings
  • Enhanced current investment process to improve communications with Board of Directors
Nov 2004 - Jun 2008

Portfolio Manager

Cls Investments, Llc
  • Screen and provide stock recommendations for portfolios whose objective is high to moderate current income
  • Analyze fundamental and technical factors to determine the risks of various equity and fixed income asset classes.
  • Responsible for creating GIPS compliant performance composites
  • Develop and present keynote speeches on investment methodology to registered representatives and clients throughout the nation
  • Provide analytical support to a nationwide network of company wholesalers and over 700 other financial professionals
  • Represent Clarke Lanzen Skalla at national investment conferences such as Morningstar and Schwab Investment Conferences
Mar 1999 - Nov 2004

Client Services Team Member

Cls Investments, Llc
  • Supervise the various data interfaces that populate asset management databases
  • Perform all trading necessary to maintain a client’s account according to their predetermined risk tolerance
  • Responsible for the accuracy of client mutual fund holdings
Nov 1995 - Mar 1999
Team & coworkers

Colleagues at Lozier Corporation

Other employees you can reach at lozier.com. View company contacts for 715 employees →

RC Roxanna Cutright Roxanna Cutright Colleague at Lozier Corporation Elkhart, Indiana, United States, United States View → JH Jesus Hernandez Jesus Hernandez Colleague at Lozier Corporation Omaha, Nebraska, United States, United States View → AE Andrew Erb Andrew Erb Colleague at Lozier Corporation Mcclure, Pennsylvania, United States, United States View → DG David Garwood David Garwood Colleague at Lozier Corporation Salisbury, North Carolina, United States, United States View → HF Haustyn Forney Haustyn Forney Colleague at Lozier Corporation Omaha, Nebraska, United States, United States View → MN Mark Nunn Mark Nunn Colleague at Lozier Corporation Bennington, Nebraska, United States, United States View → RL Randy Lozier Randy Lozier Colleague at Lozier Corporation Cadyville, New York, United States, United States View → LC Leon Campbell Leon Campbell Colleague at Lozier Corporation Huntsville-Decatur-Albertville Area, United States View → TR Tyler Richard Tyler Richard Colleague at Lozier Corporation Lewistown, Pennsylvania, United States, United States View → KB Kenneth Brown Kenneth Brown Colleague at Lozier Corporation Howe, Indiana, United States, United States View →
1 education record

John Philo, Cfa education

FAQ

Frequently asked questions about John Philo, Cfa

Quick answers generated from the profile data available on this page.

What company does John Philo, Cfa work for?

John Philo, Cfa works for Lozier Corporation.

What is John Philo, Cfa's role at Lozier Corporation?

John Philo, Cfa is listed as Portfolio Manager at Lozier Corporation.

What is John Philo, Cfa's email address?

AeroLeads has found 2 work email signals at @lozier.com for John Philo, Cfa at Lozier Corporation.

What is John Philo, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 402 for John Philo, Cfa at Lozier Corporation.

Where is John Philo, Cfa based?

John Philo, Cfa is based in Omaha, Nebraska, United States while working with Lozier Corporation.

What companies has John Philo, Cfa worked for?

John Philo, Cfa has worked for Lozier Corporation, Conley Investment Counsel, Orizon Investment Counsel, and Cls Investments, Llc.

Who are John Philo, Cfa's colleagues at Lozier Corporation?

John Philo, Cfa's colleagues at Lozier Corporation include Roxanna Cutright, Jesus Hernandez, Andrew Erb, David Garwood, and Haustyn Forney.

How can I contact John Philo, Cfa?

You can use AeroLeads to view verified contact signals for John Philo, Cfa at Lozier Corporation, including work email, phone, and LinkedIn data when available.

What schools did John Philo, Cfa attend?

John Philo, Cfa holds Bachelor Of Science (Bs), Business Administration, Finance from University Of Nebraska-Lincoln.

What skills is John Philo, Cfa known for?

John Philo, Cfa is listed with skills including Asset Allocation, Portfolio Management, Investments, Mutual Funds, Investment Management, Asset Management, Investment Advisory, and Trading.

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