Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.

We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $7.68 billion in assets (as of 12/31/23).

Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.

Investment Management

Kovitz

Mitchell Kovitz

Varun Sanon

Carolyn Raden

Will Zheng

John Buckingham

Jeremy Wilson

Mark Ott Jr.

Jonathan Shapiro

Bruce Weininger

Tyler Borzak

Deborah Stevenson

Jason Petitte

Vineeta Raketich

Adam Butbul

The Leadership Team at Kovitz drives strategic direction and operational excellence across the organization, ensuring alignment with the company’s mission to deliver exceptional asset management and advisory services. Comprising key executives like the CEO, Chief Growth Officer, and Chief Compliance Officer, this team collaborates to develop robust growth strategies, uphold regulatory standards, and support innovative research initiatives, ultimately enhancing client relationships and achieving long-term financial goals.

Leadership Team

Investment and Wealth Management

Operations and Administration

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Leadership Team

About

Team members

Other teams at Kovitz

Investment and Wealth Management

Operations and Administration

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Leadership Team

About

Team members

Other teams at Kovitz

Investment and Wealth Management

Operations and Administration

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