Cooper Fitz

Cooper Fitz serves as a Wealth Planning Analyst at Kovitz since August 2023. Prior experience includes a role in Private Wealth Management at The Mather Group, LLC from May 2022 to August 2022, where Cooper developed comprehensive retirement plans and contributed to the company's marketing initiatives. Previous internship experience includes a Sales Intern position at Sumo Logic in the summer of 2021, focusing on business renewal models and sales performance analysis. Cooper Fitz holds a Bachelor of Science degree in Finance from the Kelley School of Business at Indiana University, completed in 2023, and graduated from Junipero Serra High School in 2019. Additionally, Cooper participated in an exchange program with CIEE from January to May 2022.