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 Operations and Administration team at Kovitz plays a vital role in ensuring the smooth and efficient functioning of the firm's services. This team manages essential support functions, including IT infrastructure, human resources, and client operations, while also overseeing family office services and municipal investments. By streamlining processes and enhancing operational effectiveness, they help deliver high-quality asset management and advisory strategies to clients.

Operations and Administration

Investment and Wealth Management

Leadership Team

Operations and Administration

About

Team members

Other teams at Kovitz

Investment and Wealth Management

Leadership Team