Kovitz
Jason Castillo, CFA, currently serves as the Manager of Municipal Investments & Business Operations at Kovitz since August 2018. Prior to that, Jason worked as an Analyst at Nuveen from January 2017 to August 2018. Jason also has prior experience as a Business Consultant and QA Analyst at Eze Software Group from September 2014 to October 2016. Jason started their career as an Intern at UBS in May 2012. Jason holds a Bachelor of Science degree in Accounting and Finance from Boston College Carroll School of Management, where Jason graduated in 2014.
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.