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

Kovitz's headquarters in Chicago, IL, United States

Mitchell Kovitz

Vineeta Raketich

Adam Butbul

Todd Douds

Ted Rupp

Varun Sanon

Will Zheng

Jeremy Wilson

Mark Ott Jr.

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People (36)

Adam Butbul

Robert Burnstine

Cole Urban

Andrea Conway

Cooper Fitz

Vineeta Raketich

David Kushnir

Melanie Naranjo

Alison Grigoletto

Lorita Durley

Teresa Harvey

Cristin Demaa

Jason Petitte

Deborah Stevenson

Elizabeth Delaney Kuchta

Bruce Weininger

Matt Hayner

Jonathan Shapiro

Mark Ott Jr.

Alejandra Alonso

Audrienne Murray

Jeremy Wilson

Will Zheng

Lee Glantz

Beth Kaufman

Patricia Ruiz

Jenna Kitts

Jason Castillo

Alexa Koffke

Gordon Rohrbach

Anastasios Manolis

Janet Kiefer

Ted Rupp

Makenzie Parent

Kendall Navin

Joshua Drake

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