Company Email Format Management

Kovitz

Financial Services 71 South Wacker Drive 151 employees

Employees: 151
Contacts: 3
Emails: 3
Phones: 3

kovitz.com LinkedIn

Kovitz Overview

Headquarters: 71 South Wacker Drive
Phone Number: Available in AeroLeads
Website: kovitz.com
Industry: Financial Services
Employees: 151
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Financial Planning Fixed Income Analysis Wealth Management Equity Strategies Retirement Planning Alternative Products Tax Advice Family Office

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 Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Kovitz Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sarah Matthews		Williams Bay, Wisconsin, United States	Email Phone
Ty Berry	Retirement Plan Consultant - Kovitz	Englewood, Colorado, United States	Email Phone
Varun Sanon	Principal, Chief Growth Officer		View
Patrick Jamin, Cfa, Frm	CEO, President & Chief Investment	Greenwich, Connecticut, United States	Email Phone