Cooper Fitz
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Cooper Fitz Email & Phone Number

Wealth Planning Analyst at Kovitz at Kovitz
Location: Chicago, Illinois, United States 3 work roles 3 schools
1 work email found @costco.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@costco.com
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Current company
Kovitz
Role
Wealth Planning Analyst at Kovitz
Location
Chicago, Illinois, United States
Company size
80 employees

Who is Cooper Fitz? Overview

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Quick answer

Cooper Fitz is listed as Wealth Planning Analyst at Kovitz at Kovitz, a company with 80 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at costco.com and a matched LinkedIn profile for Cooper Fitz.

Cooper Fitz previously worked as Wealth Planning Analyst at Kovitz and Private Wealth Management at The Mather Group, Llc. Cooper Fitz holds Bachelor Of Science - Bs, Finance from Indiana University - Kelley School Of Business.

Company email context

Email format at Kovitz

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{first_initial}{last}@costco.com
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AeroLeads found 1 current-domain work email signal for Cooper Fitz. Compare company email patterns before reaching out.

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Profile bio

About Cooper Fitz

At Kovitz, our team prioritizes innovative, client-focused financial strategies. With a BS in Finance from Indiana University's Kelley School of Business, my role as a Wealth Planning Analyst integrates market research and teamwork to deliver bespoke financial advice that aligns with our clients' unique aspirations.My approach is rooted in collaboration and effective communication, ensuring that we empower our clients with personalized solutions.CFP Candidate. Passed CFP Exam in July 2024.

Current workplace

Cooper Fitz's current company

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Kovitz
Kovitz
Wealth Planning Analyst at Kovitz
chicago, illinois, united states
Website
kovitz.com
Employees
80
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3 roles

Cooper Fitz work experience

A career timeline built from the work history available for this profile.

Wealth Planning Analyst

Current
Kovitz

Chicago, Illinois, United States

Aug 2023 - Present

Private Wealth Management

The Mather Group, Llc

Chicago, Illinois, United States

  • Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and.
  • Assisted with the development and implementation of the company's direct marketing program
  • Called corporate executives to encourage them to receive information regarding the consulting group
  • Attended weekly informational sessions presented by upper-level executives on the firm's trademarked Retirement Roadmap approach
May 2022 - Aug 2022

Sales Intern

Sumo Logic

Redwood City, California, United States

  • Designed 25+ business renewal models to represent the value sumo logic offers to existing customers
  • Constructed detailed sales performance models for business value teams to present in front of management teams
  • Performed detailed analysis on potential customers to determine the value in the data analytics for the customer
Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Kovitz

Other employees you can reach at kovitz.com. View company contacts for 80 employees →

JS Jonathan Smith, Cfp® Jonathan Smith, Cfp® Colleague at KovitzMadison, Wisconsin, United States, United States View → AM Anastasios Manolis Anastasios Manolis Colleague at KovitzGreater Chicago Area, United States View → JC Jason Castillo, Cfa Jason Castillo, Cfa Colleague at KovitzGreater Chicago Area, United States View → LG Len Gryn Len Gryn Colleague at KovitzDelray Beach, Florida, United States, United States View → MR Mark Rosland Mark Rosland Colleague at KovitzGreater Chicago Area, United States View → CQ Christopher Quigley, Cfa Christopher Quigley, Cfa Colleague at KovitzAliso Viejo, California, United States, United States View → MO Mark Ott Jr. Mark Ott Jr. Colleague at KovitzNew Lenox, Illinois, United States, United States View → JS Jonathan Shapiro Jonathan Shapiro Colleague at KovitzGreater Chicago Area, United States View → CT Chris Taylor Chris Taylor Colleague at KovitzAliso Viejo, California, United States, United States View → DK Darek Koman Darek Koman Colleague at KovitzBarrington Hills, Illinois, United States, United States View →
3 education records

Cooper Fitz education

FAQ

Frequently asked questions about Cooper Fitz

Quick answers generated from the profile data available on this page.

What company does Cooper Fitz work for?

Cooper Fitz works for Kovitz.

What is Cooper Fitz's role at Kovitz?

Cooper Fitz is listed as Wealth Planning Analyst at Kovitz at Kovitz.

What is Cooper Fitz's email address?

AeroLeads has found 1 work email signal at @costco.com for Cooper Fitz at Kovitz.

Where is Cooper Fitz based?

Cooper Fitz is based in Chicago, Illinois, United States while working with Kovitz.

What companies has Cooper Fitz worked for?

Cooper Fitz has worked for Kovitz, The Mather Group, Llc, and Sumo Logic.

Who are Cooper Fitz's colleagues at Kovitz?

Cooper Fitz's colleagues at Kovitz include Jonathan Smith, Cfp®, Anastasios Manolis, Jason Castillo, Cfa, Len Gryn, and Mark Rosland.

How can I contact Cooper Fitz?

You can use AeroLeads to view verified contact signals for Cooper Fitz at Kovitz, including work email, phone, and LinkedIn data when available.

What schools did Cooper Fitz attend?

Cooper Fitz holds Bachelor Of Science - Bs, Finance from Indiana University - Kelley School Of Business.

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