Kovitz
Anastasios Manolis is a skilled finance professional with extensive experience in wealth planning and operations analysis. Currently serving as a Wealth Planning Analyst at Kovitz since October 2022 and previously held roles at Northern Trust Asset Servicing, where responsibilities included daily reconciliation of transactions and positions for Futures and OTC products. Anastasios has a strong background in cash management and payroll from a managerial position at Blueberry Hill Breakfast Cafe, along with inventory management experience at Levy Restaurants. Anastasios holds a Master's degree in Finance and a Bachelor's degree in Business Administration from the Illinois Institute of Technology.
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.