Kovitz Investment Group
Industry: Company
DescriptionFounded: 2003 Parent organization: Focus Financial Partners
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Kovitz Investment Group Employees
Employee
Years
Job
Industry
Bruce Weininger Bruce Weininger's Kovitz Investment Group Experience 2004 - Present
Job Principal at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group 2004 - Present
Deloitte 2000 - 2004
The Ayco Company, L.P. 1989 - 2000
Arthur Andersen 1986 - 1989
Skills
Investment Management, Personal Financial..., Estate Tax Planning, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Accounting
Kovitz Investment Group 2004 - Present
Deloitte 2000 - 2004
The Ayco Company, L.P. 1989 - 2000
Arthur Andersen 1986 - 1989
Skills
Investment Management, Personal Financial..., Estate Tax Planning, Retirement Planning
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Accounting
Wendy Gugora Wendy Gugora's Kovitz Investment Group Experience March 2012 - October 2013
Job Marketing Manager at Prairie Capital Advisors, Inc.
Industry Investment Banking
Experience
Prairie Capital Advisors, Inc. October 2013 - Present
Kovitz Investment Group March 2012 - October 2013
Clifton Gunderson LLP August 2009 - September 2010
Clifton Gunderson LLP September 2007 - July 2009
Clifton Gunderson LLP April 1998 - August 2007
S. I. Tech, Inc. June 1996 - April 1998
Skills
Marketing Communications, Marketing Strategy, Event Planning, Direct Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Online Marketing, Brand Awareness, Database Management, Database Admin, Advertising, Market Planning, Vendor Management, Branding & Identity, Google Adwords, Website Management, Google Analytics
Education
Northern Illinois University - College of Business 1995 — 1997
Bachelor of Science (B.S.), Marketing
Prairie Capital Advisors, Inc. October 2013 - Present
Kovitz Investment Group March 2012 - October 2013
Clifton Gunderson LLP August 2009 - September 2010
Clifton Gunderson LLP September 2007 - July 2009
Clifton Gunderson LLP April 1998 - August 2007
S. I. Tech, Inc. June 1996 - April 1998
Skills
Marketing Communications, Marketing Strategy, Event Planning, Direct Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Online Marketing, Brand Awareness, Database Management, Database Admin, Advertising, Market Planning, Vendor Management, Branding & Identity, Google Adwords, Website Management, Google Analytics
Education
Northern Illinois University - College of Business 1995 — 1997
Bachelor of Science (B.S.), Marketing
Jack Nicholson, CFP® Jack Nicholson, CFP®'s Kovitz Investment Group Experience March 2014 - Present
Job
Industry Investment Management
Experience
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Kovitz Investment Group March 2014 - Present
BMO Private Bank November 2009 - March 2014
BMO Private Bank December 2006 - November 2009
LaSalle Bank/ABN AMRO 1997 - 2006
Donors Forum of Chicago 1999 - 2005
American Bankers Association 1995 - 1998
Fidelity Investments Premium Assets Group 1996 - 1997
American National Bank and Trust Company of Chicago/First Chicago Corp. April 1994 - July 1996
First National Bank of Chicago September 1985 - July 1996
Merrill Lynch May 1982 - October 1984
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters in Management (MM), Marketing/Mgmt Policy/Org Behavior
Dartmouth College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Jeremy Wilson, CAMS's Kovitz Investment Group Experience April 2015 - Present
Job Experienced Investment Adviser and BrokerDealer Compliance Officer
Industry Financial Services
Experience
Kovitz Investment Group April 2015 - Present
HighTower Advisors April 2013 - April 2015
HighTower Advisors October 2009 - April 2013
Lincoln Financial Advisors May 2008 - October 2009
Lincoln Financial Advisors May 2006 - May 2008
Skills
Series 7, Series 24, FINRA, Securities Exchange Act..., Investment Advisers Act, CAMS, AML, Sungard Protegent, FINRA WebCRD, LexisNexis - Bridger, USA.net - SECCAS
Education
The Ohio State University 1999 — 2004
Bachelors of Science, Financial Planning and Services
Kovitz Investment Group April 2015 - Present
HighTower Advisors April 2013 - April 2015
HighTower Advisors October 2009 - April 2013
Lincoln Financial Advisors May 2008 - October 2009
Lincoln Financial Advisors May 2006 - May 2008
Skills
Series 7, Series 24, FINRA, Securities Exchange Act..., Investment Advisers Act, CAMS, AML, Sungard Protegent, FINRA WebCRD, LexisNexis - Bridger, USA.net - SECCAS
Education
The Ohio State University 1999 — 2004
Bachelors of Science, Financial Planning and Services
Jesse Stumpf Jesse Stumpf's Kovitz Investment Group Experience January 2014 - Present
Job Investment Analyst at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group January 2014 - Present
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Finance
Kovitz Investment Group January 2014 - Present
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Finance
JJ Boparai's Kovitz Investment Group Experience April 2012 - May 2013
Job Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings September 2015 - Present
Fitch Ratings September 2014 - September 2015
Ernst & Young June 2013 - August 2013
Kovitz Investment Group April 2012 - May 2013
DePaul University September 2011 - June 2012
Education
CFA Level II Candiate
DePaul University 2010 — 2014
Bachelor's Degree, Finance & Management Information Systems, Summa Cum Laude; GPA: 3.9
Bentonville High School 2006 — 2010
Fitch Ratings September 2015 - Present
Fitch Ratings September 2014 - September 2015
Ernst & Young June 2013 - August 2013
Kovitz Investment Group April 2012 - May 2013
DePaul University September 2011 - June 2012
Education
CFA Level II Candiate
DePaul University 2010 — 2014
Bachelor's Degree, Finance & Management Information Systems, Summa Cum Laude; GPA: 3.9
Bentonville High School 2006 — 2010
Ryan Pace, CFP® Ryan Pace, CFP®'s Kovitz Investment Group Experience September 2015 - Present
Job Financial Advisor at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group September 2015 - Present
D3 Financial Counselors LLC June 2013 - July 2015
D3 Financial Counselors LLC May 2011 - June 2013
TJ Maxx January 2009 - December 2010
Vector Marketing May 2008 - July 2008
Skills
Comprehensive Financial..., Retirement Planning, Income Tax Planning, Estate Planning, Insurance Planning, Employee Benefits, College Education..., Charitable Gift Planning, Investment Strategies, Portfolio Management, Executive Compensation..., Social Security Planning, Tax Preparation, IRAs/401k/403b/457, Budget & Debt Mangement, Student Loans, Relationship Management, Leadership, Employee Training, Complex Problem Solving, Critical Thinking, Information Technology, Information Security, Web Design
Education
DePaul University 2011 — 2012
Financial Planning Certificate Program
Illinois State University 2007 — 2011
Bachelor of Science (B.S.) in Finance, Double Minor: Financial Planning and Insurance
Kovitz Investment Group September 2015 - Present
D3 Financial Counselors LLC June 2013 - July 2015
D3 Financial Counselors LLC May 2011 - June 2013
TJ Maxx January 2009 - December 2010
Vector Marketing May 2008 - July 2008
Skills
Comprehensive Financial..., Retirement Planning, Income Tax Planning, Estate Planning, Insurance Planning, Employee Benefits, College Education..., Charitable Gift Planning, Investment Strategies, Portfolio Management, Executive Compensation..., Social Security Planning, Tax Preparation, IRAs/401k/403b/457, Budget & Debt Mangement, Student Loans, Relationship Management, Leadership, Employee Training, Complex Problem Solving, Critical Thinking, Information Technology, Information Security, Web Design
Education
DePaul University 2011 — 2012
Financial Planning Certificate Program
Illinois State University 2007 — 2011
Bachelor of Science (B.S.) in Finance, Double Minor: Financial Planning and Insurance
Michaelene Watson's Kovitz Investment Group Experience May 2011 - Present
Job Client Services at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group May 2011 - Present
Adopt-A-GI October 2010 - January 2012
Edward Jones June 2008 - May 2011
Chicago Board of Trade May 2006 - December 2007
Chicago Board of Trade December 1996 - May 2004
Skills
PowerPoint, Management, Leadership, Event Planning, Customer Service, Microsoft Office, Team Building, Microsoft Word, Event Management, Microsoft Excel, Marketing, Program Management
Education
DePaul University 2012 — 2014
Kovitz Investment Group May 2011 - Present
Adopt-A-GI October 2010 - January 2012
Edward Jones June 2008 - May 2011
Chicago Board of Trade May 2006 - December 2007
Chicago Board of Trade December 1996 - May 2004
Skills
PowerPoint, Management, Leadership, Event Planning, Customer Service, Microsoft Office, Team Building, Microsoft Word, Event Management, Microsoft Excel, Marketing, Program Management
Education
DePaul University 2012 — 2014
Edward Edens's Kovitz Investment Group Experience December 2008 - January 2012
Job Process Engineer at NLMK Group
Industry Mining & Metals
Experience
NLMK Group October 2014 - Present
Ebco Inc. March 2014 - September 2014
Gerdau Long Steel North America January 2014 - February 2014
Gerdau Long Steel North America June 2012 - December 2013
Kovitz Investment Group December 2008 - January 2012
American Board of Sports Psychology March 2010 - January 2011
Skills
Data Analysis, Microsoft Excel, Operations Management, Microsoft Word, PowerPoint, Microsoft Office, Management, SAP, 5S, Metallurgy, EAF, Writing, Blogging, Social Media, Quality Control, Ferrous Scrap, Steel Making, Merchant Bar Steel...
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Materials Science and Engineering, Electronic Materials, Metals (Secondary)
Institute for Shipboard Education - Semester at Sea 2011 — 2011
Energy Resources
Lyons Township High School 2004 — 2008
NLMK Group October 2014 - Present
Ebco Inc. March 2014 - September 2014
Gerdau Long Steel North America January 2014 - February 2014
Gerdau Long Steel North America June 2012 - December 2013
Kovitz Investment Group December 2008 - January 2012
American Board of Sports Psychology March 2010 - January 2011
Skills
Data Analysis, Microsoft Excel, Operations Management, Microsoft Word, PowerPoint, Microsoft Office, Management, SAP, 5S, Metallurgy, EAF, Writing, Blogging, Social Media, Quality Control, Ferrous Scrap, Steel Making, Merchant Bar Steel...
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Materials Science and Engineering, Electronic Materials, Metals (Secondary)
Institute for Shipboard Education - Semester at Sea 2011 — 2011
Energy Resources
Lyons Township High School 2004 — 2008
Carolyn Raden Carolyn Raden's Kovitz Investment Group Experience September 2014 - Present
Job Controller at Kovitz Investment Group
Industry Accounting
Experience
Kovitz Investment Group September 2014 - Present
Deloitte August 2013 - September 2014
Deloitte September 2008 - August 2013
PricewaterhouseCoopers January 2007 - March 2007
The University of Texas at Austin August 2005 - May 2006
Myriad Travel Marketing June 2005 - August 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, SEC filings, Accounting, GAAP, Finance, Financial Statements, US GAAP, Financial Reporting, CPA, Press Releases, Financial Accounting, Financial Analysis, Internal Audit, External Audit, Sarbanes-Oxley, Insurance, SEC Filings
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting (MPA), Bachelor of Business Administration (BBA), Accounting
ESCP Europe 2006 — 2006
International Accounting (Study Abroad Program)
Kovitz Investment Group September 2014 - Present
Deloitte August 2013 - September 2014
Deloitte September 2008 - August 2013
PricewaterhouseCoopers January 2007 - March 2007
The University of Texas at Austin August 2005 - May 2006
Myriad Travel Marketing June 2005 - August 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, SEC filings, Accounting, GAAP, Finance, Financial Statements, US GAAP, Financial Reporting, CPA, Press Releases, Financial Accounting, Financial Analysis, Internal Audit, External Audit, Sarbanes-Oxley, Insurance, SEC Filings
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting (MPA), Bachelor of Business Administration (BBA), Accounting
ESCP Europe 2006 — 2006
International Accounting (Study Abroad Program)
Debbie Hopkins Debbie Hopkins's Kovitz Investment Group Experience January 2011 - Present
Job Senior Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group January 2011 - Present
Trinity Financial Advisors LLC September 2002 - December 2010
Northern Trust August 1986 - June 2002
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Masters of Management, Finance and Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Kovitz Investment Group January 2011 - Present
Trinity Financial Advisors LLC September 2002 - December 2010
Northern Trust August 1986 - June 2002
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Masters of Management, Finance and Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Catherine Flanagan's Kovitz Investment Group Experience June 2011 - Present
Job Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Ed Edens, MBA, CFP®'s Kovitz Investment Group Experience October 2005 - Present
Job Sr. Financial Advisor
Industry Investment Management
Experience
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
Kovitz Investment Group October 2005 - Present
Wayne Hummer Asset Management September 1998 - September 2005
Harris Trust and Savings Bank 1986 - 1998
Skills
Retirement Planning, Estate Planning, Wealth, High Net Worth..., Investments, Retirement Income..., Charitable Giving, Financial Advice, Private Wealth..., Asset Allocation
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, Finance
Augustana College 1982 — 1986
BA, Finance
Melissa Mabley Martin, CFP®'s Kovitz Investment Group Experience September 2015 - Present
Job Senior Financial Advisor at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group September 2015 - Present
RMB Capital Management August 2012 - August 2015
US Trust June 2008 - October 2011
LaSalle Bank June 2004 - July 2006
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Kovitz Investment Group September 2015 - Present
RMB Capital Management August 2012 - August 2015
US Trust June 2008 - October 2011
LaSalle Bank June 2004 - July 2006
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1997 — 2001
Bachelor of Arts (BA), Spanish Language and Literature
Robert Contreras's Kovitz Investment Group Experience May 2012 - Present
Job General Counsel at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group May 2012 - Present
Deerfield Capital Management August 2000 - January 2012
CIFC Corp. 2008 - 2011
Pedersen & Houpt 1998 - 2000
US Securities and Exchange Commission 1996 - 1998
Education
Loyola University Chicago School of Law 1993 — 1996
JD
Indiana University Bloomington 1988 — 1992
Business, Finance
Kovitz Investment Group May 2012 - Present
Deerfield Capital Management August 2000 - January 2012
CIFC Corp. 2008 - 2011
Pedersen & Houpt 1998 - 2000
US Securities and Exchange Commission 1996 - 1998
Education
Loyola University Chicago School of Law 1993 — 1996
JD
Indiana University Bloomington 1988 — 1992
Business, Finance
Anthony Nanni, CPA's Kovitz Investment Group Experience March 2014 - July 2014
Job Assistant Controller at Muller & Monroe Asset Management, LLC
Industry Investment Management
Experience
Muller & Monroe Asset Management, LLC February 2015 - Present
Kovitz Investment Group March 2014 - July 2014
Calamos Investments September 2010 - November 2013
Skyline Asset Management, L.P. November 2004 - September 2010
Morgan Stanley / Van Kampen Investments October 1995 - October 2004
Comdisco, Inc June 1986 - October 1995
Skills
Asset Managment, Asset Management, Asset Allocation, Risk Management, Alternative Investments, Strategic Financial..., Corporate Finance, SEC filings, Finance, Accounting, Fixed Income, Investments, Portfolio Management, Insurance, Financial Analysis, Series 63, Series 7, Due Diligence, Mutual Funds, Financial Modeling, Financial Services, Equities, Financial Reporting, Hedge Funds, Securities, Treasury Management, Financial Planning
Education
Northern Illinois University 1981 — 1983
BS, Accountancy
Muller & Monroe Asset Management, LLC February 2015 - Present
Kovitz Investment Group March 2014 - July 2014
Calamos Investments September 2010 - November 2013
Skyline Asset Management, L.P. November 2004 - September 2010
Morgan Stanley / Van Kampen Investments October 1995 - October 2004
Comdisco, Inc June 1986 - October 1995
Skills
Asset Managment, Asset Management, Asset Allocation, Risk Management, Alternative Investments, Strategic Financial..., Corporate Finance, SEC filings, Finance, Accounting, Fixed Income, Investments, Portfolio Management, Insurance, Financial Analysis, Series 63, Series 7, Due Diligence, Mutual Funds, Financial Modeling, Financial Services, Equities, Financial Reporting, Hedge Funds, Securities, Treasury Management, Financial Planning
Education
Northern Illinois University 1981 — 1983
BS, Accountancy
Rich Salerno's Kovitz Investment Group Experience April 1998 - Present
Job Director of Fixed Income at Kovitz Investment Group
Industry Financial Services
Experience
Kovitz Investment Group April 1998 - Present
Skills
Series 7, Bloomberg, Asset Allocation, Investments, Portfolio Management, Electronic Trading, Fixed Income, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Options, Equities, Finance, New Business Development, Investment Strategies, Financial Modeling, Economics
Education
Lewis University 1973 — 1977
Quigley South
Kovitz Investment Group April 1998 - Present
Skills
Series 7, Bloomberg, Asset Allocation, Investments, Portfolio Management, Electronic Trading, Fixed Income, Alternative Investments, Wealth Management, Asset Management, Financial Analysis, Options, Equities, Finance, New Business Development, Investment Strategies, Financial Modeling, Economics
Education
Lewis University 1973 — 1977
Quigley South
Sterne Altholz's Kovitz Investment Group Experience February 2012 - June 2012
Job Corporate Credit Risk Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Credit Agricole Corporate and Investment Bank June 2012 - May 2014
Kovitz Investment Group February 2012 - June 2012
UBS June 2011 - February 2012
Education
DePaul University 2010 — 2012
Bachelor of Science (BS), Cum Laude, Finance Honors
Bank of America Merrill Lynch June 2014 - Present
Credit Agricole Corporate and Investment Bank June 2012 - May 2014
Kovitz Investment Group February 2012 - June 2012
UBS June 2011 - February 2012
Education
DePaul University 2010 — 2012
Bachelor of Science (BS), Cum Laude, Finance Honors
Andrew Keller's Kovitz Investment Group Experience January 2013 - May 2014
Job Investment Banking Analyst at Cook M&A Advisory Services
Industry Investment Banking
Experience
Cook M&A Advisory Services June 2015 - Present
Cook M&A Advisory Services June 2014 - June 2015
Kovitz Investment Group January 2013 - May 2014
Education
DePaul University 2011 — 2015
Bachelor of Science in Finance, Magna Cum Laude
Lyons Township High School 2007 — 2011
Cook M&A Advisory Services June 2015 - Present
Cook M&A Advisory Services June 2014 - June 2015
Kovitz Investment Group January 2013 - May 2014
Education
DePaul University 2011 — 2015
Bachelor of Science in Finance, Magna Cum Laude
Lyons Township High School 2007 — 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY