Kovitz
Kendall Navin, CFA, is a seasoned wealth advisor with extensive experience in financial planning and advisory roles. Currently serving as a Wealth Advisor at Kovitz since August 2020, Kendall has previously held positions as an Associate Wealth Advisor and Associate Financial Advisor. Prior experience includes a tenure at Ayco, a Goldman Sachs Company, from October 2017 to August 2020, where Kendall worked as a Financial Planner and progressed from Analyst to Senior Analyst. Kendall also contributed to Managed Account Research, Inc. (MARI) as a Managed Futures Associate and Intern from February 2014 to October 2017. Early experience at DePaul University involved managing day-to-day operations and supervising student employees at the DePaul Ray Meyer Fitness and Recreation Center. Kendall holds a Bachelor of Science in Business with a concentration in Finance (Honors) from DePaul University, obtained in 2016.
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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.