Kovitz
Lee Glantz is an accomplished marketing professional with extensive experience in various roles across multiple industries. Currently serving as a Marketing Manager and formerly a Marketing Operations Associate at Kovitz since November 2022, Lee previously led operations at a family office focused on wealth growth and family management from January 2018 to November 2022. Lee's background includes a successful tenure as Sales Director at Doogma Inc., where strategic initiatives significantly boosted lead generation and secured major contracts, including a $200K deal with Boy Scouts of America. Earlier career achievements include directing marketing and technology efforts at eCommerce Ventures, enhancing sales performance at AT&T as Retail Sales Manager, and contributing to Apple Retail's innovative service offerings. Lee holds a Bachelor of Science degree in Leadership and Organizational Behavior from Northwestern 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.