Kovitz
Cole Urban is a Wealth Analyst at Kovitz, a position held since June 2023. Prior to this, Cole served as an Analyst at Capstone Financial Advisors Inc. from June 2022 to June 2023 and completed an Analyst Internship at the same firm from May 2021 to August 2021. Cole Urban earned a Bachelor of Science in Finance from the University of Illinois Urbana-Champaign between 2020 and 2022, following an Associate of Arts in Business Administration and Management from Moraine Valley Community College from 2018 to 2020.
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.