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:
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Verified contacts
121
available on Kipplo
LinkedIn employees
89
201 to 500 range
Open roles
7
across 3 depts
Distinct roles
83
indexed titles
Tech stack
5
tools in use
Monthly traffic
329
organic / mo
Hiring · 7 open positions across 3 departments
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Decision-makers and verified team members
121 contacts with verified email or phone · masked until revealed.
- AF
Amanda Falkum
Principal, Senior Financial Advisor · Finance & Accounting
EmailPhone - BW
Bruce Weininger
Principal · Finance & Accounting
EmailPhone - CV
Carol vander Sluis
Principal, Senior Wealth Advisor · Finance & Accounting
EmailPhone - JR
Jason R. Clark
Principal, Portfolio Manager · Finance & Accounting
EmailPhone - JS
Jesse Stumpf
Principal, Director - Fixed Income · Finance & Accounting
EmailPhone - JB
John Buckingham
Principal, Portfolio Mananger, Editor, the Prudent Speculator · Finance & Accounting
EmailPhone - JS
Jonathan Shapiro
Principal · Finance & Accounting
EmailPhone - LG
Lee Glantz
Director, Marketing Communications and Operations · Advertising & Marketing
EmailPhone - MR
Mark Rosland
Principal, Investment Committee Member · Other
EmailPhone
Showing 9 of 121 verified contacts
Top roles at Kovitz
83 distinct titles indexed · top 10 shown.
- 7wealth advisor
- 4client service associate
- 3portfolio manager
- 3senior accountant
- 3wealth planning analyst
- 2client service support associate
- 2co-president
- 2compliance associate
- 2content coordinator
- 2principal
- +73more titles
Sign up to unlock all 121 contacts at Kovitz
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