Kovitz
Janet Kiefer is a seasoned financial professional with extensive experience in client servicing and operational roles across various prestigious companies. Currently a Senior Associate at Kovitz since April 2024, Janet previously held positions at Supernova Technology™ as Client Success Manager and Sr. Credit Analyst, as well as at Jefferies as a Private Wealth Management Associate, focusing on high-net-worth clients and utilizing advanced financial tools. Earlier experiences include roles at William Blair, specializing in cash management and trade settlements, and Ameriprise Financial, where Janet served as a Paraplanner. Janet's educational background includes a degree from Butler University and a program at Lingnan University.
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.