Kovitz
Vineeta Raketich has extensive experience in operations, client relations, and strategic management. Vineeta is currently the Chief Administrative Officer at Kovitz, where they oversee the Client Service function and leads major organizational projects. Prior to that, Vineeta worked at Harris Associates, starting as a Supervisor and progressing to Managing Director, Global Operations & Client Relations. In this role, they drove strategy for a unit responsible for two-thirds of the organization’s business. Vineeta also worked at Oakmark Funds as a Vice President. Vineeta'sexpertise includes developing efficient processes, improving client service, and managing international operations.
Vineeta Raketich holds a Master of Science degree in Taxation from DePaul Driehaus College of Business and a Bachelor of Science in Commerce degree with a major in Finance 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.