Kovitz

Financial Services • Chicago, Illinois, United States • 101-200 Employees

Company overview

Headquarters	71 South Wacker Drive, Suite 1860, Chicago, IL 60606, US
Phone number	+13123347300
Website	kovitz.com
NAICS	52
SIC	621
Keywords	Family Office, Wealth Management, Retirement Planning, Financial Planning, Investment Management, Tax Advice, Fixed Income Analysis, Equity Strategies, Alternative Products
Employees	101-200
Socials

Key Contacts at Kovitz

Sarah Bewley Macp

Director, Institutional Relationships

William Lee

Director Institutional Sales

Lynde May

Principal, Director Of Investment Due Diligence

Lee Glantz

Director, Marketing Communications And Operations

Jesse Stumpf

Principal, Director - Fixed Income

Chris Nicholson

Principal, Senior Wealth Advisor, Director - Wealth Management

Michaelene Watson

Director, Client Service Operations

Chris Taylor

Director Of Tps Business Development

Rich Salerno

Director Of Fixed Income

Kovitz Email Formats

Kovitz uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@kovitz.com), used 73% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@kovitz.com	73%
{first name}{last name}	johndoe@kovitz.com	23.4%

About Kovitz

Kovitz connects high net worth individuals, institutions and financial professionals to customized 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. For inquiries related to job opportunities, applications, or our recruitment process, please contact our Talent Acquisition team at careers@focuspartners.com. 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. Regulatory Documents: https://www.kovitz.com/regulatory-documents

Kovitz revenue & valuation

Annual revenue	$20,000,000
Revenue per employee	$134,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$64,000,000
Total funding	No funding