Kovitz
Lorita Durley has over 26 years of experience in client service and investment roles within the financial services industry. Currently serving as a Client Service Associate at Kovitz since April 2019, Lorita previously held positions at Ziegler Wealth Management as a Client Service Specialist from October 2015 to October 2017, and at Chase Investment Service and J.P. Morgan Chase as an Investment Associate from May 1997 to September 2015 and January 2013 to July 2015, respectively. This extensive background demonstrates a strong commitment to client service and expertise in investment support.
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.