Kovitz
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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 wi... Read more
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Adam Butbul
Vice President, Finance
Lynde May
Principal, Director of Investment Due Diligence
Dan Murphy
Principal And Portfolio Manager, Kovitz, Madison-wi
Jason Petitte
Principal, Senior Research Analyst
Mark Ott Jr.
Head Of Trading
Jeremy Wilson
Chief Compliance Officer
John Buckingham
Principal, Portfolio Mananger, Editor, The Prudent Speculator
Will Zheng
Vice President Strategy
Ted Rupp
Principal
Varun Sanon
Principal, Chief Growth Officer
Todd Douds
Principal, Chief Operating Officer
Kerri-Lyn LaRosee
Chief People Officer
Wayne Jamerson
Principal/Senior Wealth Management Advisor
Jack Newman
Principal, Senior Wealth Advisor
Patrick Jamin
Principal, Head of Platform Channels
Joel Hirsh
Co-Chief Investment Officer