Kovitz
Gordon Rohrbach is currently employed at Kovitz as a Wealth Operations Associate, where Gordon collaborates with Wealth Advisors on wealth planning requests and client initiatives. Prior to this role, Gordon worked at M1 as a Banking Operations Associate and Client Success Associate. Gordon also has experience as a Bartender at Levy Restaurants, a Financial Analyst at Reterro, Inc., a Project Management Intern at WeTrip Ltd, and a Due Diligence Intern at Pinetree Realty. Gordon holds a Bachelor of Arts degree in Economics from Washington University in St. Louis.
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.