Kovitz
Alison Grigoletto is a seasoned professional in client services and administrative support, currently serving as a Senior Client Service Associate in Family Office Services at Kovitz since August 2019. Prior experience includes roles as Office Manager at Eccleston Law, LLC, and Executive Assistant at IHT Wealth Management, where Alison was responsible for client account service activities and played a key role in transitioning clients during a broker dealer change at Transamerica Financial Advisors. Alison began their career as a Sales Associate at Nordstrom, building a loyal client base, and holds a Bachelor of Science degree in Political Science and Government from Illinois State University, earned in 2009.
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.