Kovitz
Teresa Harvey is a skilled financial services professional with extensive experience in client support and trust administration. Currently serving as a Client Service Associate at Kovitz Investment Group since October 2016, Teresa responds to client requests and processes transactions, ensuring efficient communication through various channels. Previous roles include Corporate Trust Assistant at Amalgamated Bank and Personal Trust Assistant at Covenant Trust Company, where responsibilities encompassed account management and transaction processing. Teresa’s career also features administrative roles in the fitness industry and human resources, alongside a foundational position at Northern Trust focusing on personal trust management. Teresa holds Microsoft Office Certifications from Computer Training Source, Inc. and a Computer Literacy certificate from Kennedy King College.
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.