Kovitz is a value-based wealth management firm self-described as delivering an unparalleled experience to clients through a transparent fee structure.

Kovitz

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Principal, Chief Operating Officer

Carolyn Raden

Chief Growth Officer

Eric Hare

Chief Compliance Officer

Jeremy Wilson

Co-Chief Investment Officer

Joel Hirsh

Principal, Portfolio Manager

John Buckingham

Vice Chairman, President - Real Estate

Marc Brenner

Principal & Founder, Co-Chief Investment Officer

Mitch Kovitz

Co-President

Robert Contreras

Ted Rupp

Vice President - Operations

Catherine Smith

Jonathan A. Shapiro

Principal

Principal & Founder, CEO

Chief Financial Officer

Greater Chicago Area Companies With Less Than $500M in Revenue (Top 10K)

Asset Management Companies With More Than $1M in Revenue (Top 10K)

Wealth Management Companies With Less Than $50M in Revenue (Top 10K)

Greater Chicago Area Companies With Less Than $50M in Revenue (Top 10K)

Kovitz provides a range of asset management and financial advisory strategies to individuals, institutions and financial professionals.

CCP Private Holdings 2023

Chicago

Illinois

United States

North America

Kovitz Onboards $5.9 Billion Fort Pitt Capital Team

Thurston Group and AMO Partners, US Veterinary REIT, Join Forces with Kovitz Investment Group in Strategic Real Estate Venture

Kovitz set to exceed $24B AUM as new combination is announced

Relative Value Partners to Join Kovitz

Kovitz Brings In $4.5 Billion Strategic Wealth Partners

Strategic Wealth Partners to Join Kovitz

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India

Asia

Austria

Europe

United Kingdom

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industry_trends_dossier

news_impact_assignment_basic

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legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

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strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

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events

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merger_acquisitions

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news_processing_advanced

financial_statements

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crunchbase_profile

li_profile

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peers

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industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Sep 24, 2024 11:31 PM	6526f632
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
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news impact assignment advanced	general
signals	general	Sep 24, 2024 11:31 PM	7cf9da42
news processing advanced	general
crunchbase trigger	general	Oct 31, 2024 9:55 AM	593f0d07
crunchbase profile	general	Oct 31, 2024 11:49 AM	f759577a
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	e7a88267
peers	general	Sep 24, 2024 11:31 PM	1545ef26
news basic	general	Sep 24, 2024 11:31 PM	1dd84b06
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis
funding rounds analysis	company_analysis
company structure	company_analysis
purchaser profile	merger_acquisitions
financials download nd	financials
private financials	financials
customer profile	customers

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