Kovitz
Michaelene Watson is an experienced professional in client services and financial operations, currently serving as a Client Services Manager at Kovitz since May 2011, following a role as Client Service Associate. Previous experience includes client services at Edward Jones from June 2008 to May 2011, and positions at the Chicago Board of Trade, where Michaelene worked as an Accounts Receivable Specialist from May 2006 to December 2007 and as a Marketing Assistant from December 1996 to May 2004. Michaelene holds a degree from DePaul 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.