Kovitz
Alexa Koffke is an experienced professional currently serving as an Events & Project Coordinator at Kovitz since October 2023. Prior to this role, Alexa worked as a Financial Analyst at Marcus & Millichap from April 2022 to October 2023 and gained customer service experience as a Front Counter Server at Bagel Barn Cafe from May 2021 to January 2022. Alexa holds a Bachelor of Science degree in Finance from Penn State University, earned in December 2021.
Kovitz
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.