Kovitz

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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 wi... Read more

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Mitchell Kovitz

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Adam Butbul
Vice President, Finance
Vineeta Raketich
Chief Administrative Officer
Jason Petitte
Principal, Senior Research Analyst
Deborah Stevenson
Senior Client Service Associate & New Accounts Team Lead
Tyler Borzak
Head Of Client Operations, Family Office Services
Mark Ott Jr.
Head Of Trading
Jeremy Wilson
Chief Compliance Officer
John Buckingham
Principal, Portfolio Mananger, Editor, The Prudent Speculator
Will Zheng
Vice President Strategy
Carolyn Raden
Principal, Chief Operating Officer
Varun Sanon
Chief Growth Officer