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.

Investment Management

Kovitz

Mitchell Kovitz

Varun Sanon

Carolyn Raden

Will Zheng

John Buckingham

Jeremy Wilson

Mark Ott Jr.

Jonathan Shapiro

Bruce Weininger

Tyler Borzak

Deborah Stevenson

Jason Petitte

Vineeta Raketich

Adam Butbul

The Investment and Wealth Management team at Kovitz is dedicated to delivering tailored asset management and financial planning solutions for high net worth individuals and institutions. With a focus on long-term strategies and robust research, the team collaborates closely with clients to understand their unique needs and implement effective wealth management decisions. Members of this team include portfolio managers, financial planners, and client service associates who work together to ensure a seamless and personalized investment experience.

Investment and Wealth Management

Leadership Team

Operations and Administration

Investment and Wealth Management

About

Team members

Other teams at Kovitz

Leadership Team

Operations and Administration