Kovitz
Will (Weihua) Zheng has a strong background in finance and strategy. Will (Weihua) is currently working as a Vice President at Chicago Capital Partners, where they have held various roles since 2020, including MBA Associate and Private Equity MBA Intern. Prior to that, Will worked at Kovitz as a Manager of Strategy and Planning before being promoted to Vice President of Strategy. Will (Weihua) also has experience in the technology industry, having served as COO and Vice President of Engineering at Serionix, Inc. Will was also a Board Member and Cofounder of the company. Overall, Will has a diverse range of experience in finance, strategy, and technology.
Will (Weihua) Zheng has a High School Diploma from NO.2 Middle School of Shijiazhuang/No.2 High School Shijiazhuang. Will (Weihua) later attended Zhejiang University, where they earned a B.S. degree in Chemical Engineering in 2007. Will then pursued their education at the University of Illinois Urbana-Champaign, obtaining a Ph.D. in Materials Science and Engineering in 2014. Finally, they completed their education at Northwestern University - Kellogg School of Management, where they earned an MBA with Distinction, specializing in an unknown field.
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.