Masters of our Discipline

Bringing Decades of Financial
Wisdom to Your Investments.

Wealth Management

38 people

Mary E. Anderson

Senior Wealth Advisor

MA, MBA

Jenny P. Boyke, MAS, CPA, CFP®

Principal

Senior Wealth Advisor

Director - Family Office Services

G. Scott Brown, CPA, CFP®

Wealth Advisor

MBA

David A. Castro, CFP®

Principal

Senior Wealth Advisor

Karen Chambers

Client Service Associate

John J. Conway, CRPC®

Senior Wealth Advisor

Pete Crowell, CFP®

Senior Wealth Advisor

Edward W. Edens, CFP®

Principal

Senior Wealth Advisor

MBA

Amanda L. Falkum, CFP®

Principal

Senior Wealth Advisor

Director - Wealth Planning

Harold (Skip) Gianopulos, Jr., JD, CFP®

Principal

Senior Wealth Advisor

Sheryl Goretskie

Client Service & Operations Associate

William E. Grant, CFP®, CPWA®

Associate Wealth Planner

Alison Grigoletto

Client Service Associate

Leonard S. Gryn, CPA

Principal

Mitchell P. Hamer, CFP®

Wealth Advisor

MS

Eric A. Hartman, CAIA®

Client Service Associate

MBA

Stephen L. Hawk

Principal

Senior Wealth Advisor

Deborah A. Hopkins, CFP®

Senior Wealth Advisor

MBA

Joel M. Hunter, CFP®

Wealth Advisor

Kate E. Jonynas, CFP®

Principal

Senior Wealth Advisor

Kate Krasutskaya

Client Services Operations Associate

Randi Le Fevre

Wealth Analyst

Michelle Leivas

Client Service Associate

Andrew Lichaj

Client Service Associate

Michael Marciszewski, CFP®

Associate Wealth Advisor

Kendall M. Navin

Wealth Advisor

Amy Noonan

Client Services Administrative Assistant

Christopher J. Nicholson, CFP®

Principal

Senior Wealth Advisor

Director - Wealth Management

Andy Novak, CFP®

Wealth Advisor

Steve Putzel

Client Portfolio Manager

John E. Roessler, CPA, CFP®

Senior Wealth Planner

Lance J. Sherry, JD, CFP®

Wealth Advisor

Jonathan Smith, CFP®

Wealth Advisor

Deborah L. Stevenson

Senior Client Service Associate

New Accounts Team Lead

Carol J. Vander Sluis

Principal

Senior Wealth Advisor

MBA

Lorita Walker-Durley

Client Service Associate

Michaelene J. Watson

Client Services Manager

Bruce A. Weininger, CPA, CFP®

Principal

Senior Wealth Advisor

Investment Management

20 people

John Buckingham

Principal, Portfolio Manager

Editor, The Prudent Speculator

Robert Burnstine, JD

Portfolio Manager

Jason A. Castillo, CFA®

Manager, Municipal Investments & Business Operations

Jason R. Clark, CFA®

Principal

Portfolio Manager

Bryan Engler, CFA®

Principal

Portfolio Manager

Matt Hayner, CFA®

Portfolio Manager

MBA

Joel D. Hirsh, CFA®

Principal

Co-Chief Investment Officer

Mitchell A. Kovitz, CPA, CFA®

Principal & Founder

Co-Chief Investment Officer

Michael T. Krachey, CFA®

Assistant Portfolio Manager

Chris May, CFA®

Research Analyst

MBA

Daniel T. Murphy, CFA®

Principal

Portfolio Manager

Daniel J. Olkowski

Senior Trader

Mark C. Ott, Jr.

Head of Trading

Jason M. Petitte, CFA®

Principal

Senior Research Analyst

Christopher A. Quigley

Senior Research Analyst

Mark C. Rosland

Principal

Investment Committee Member

Alonso Serrano

Trading Analyst

Jonathan A. Shapiro, CFA®

Principal & Founder

Investment Team Member

MBA

Jesse L. Stumpf, CFA®

Principal

Director, Fixed Income

Zachary Tart

Portfolio and Research Associate

Family Office Services

10 people

Alejandra E. Alonso, CPA

Senior Manager

MST

Allen C. Berg, CPA, CFP®

Managing Director

MST

Magda Fitzgerald

Client Service Associate

Joe Hanson, CPA

Manager

MST

Elizabeth P. Kaufman, CPA, EA

Manager

Elizabeth Kuchta

Manager

Barbara Lothian

Client Service Associate

Jennifer L. Lynch, CPA

Manager

Sarah E. Matthews, JD

Senior Manager

Timothy Zdunek, CPA

Tax Associate

MS

Finance & Operations

25 people

Rob C. Almeida

Senior Human Resources Associate

Marc S. Brenner, JD, CPA

Principal, Founder & Vice Chairman

President, Kovitz Real Estate

Merilou Bury

Senior Operations Associate

Max Carbonel

Portfolio Administrator

Robert A. Contreras, JD

Principal, Co-President

General Counsel

Jessica R. Cunnick, PHR

Chief People Officer

Sreeruppa Dey

Staff Accountant

Bob Kairis

Director, Back Office Operations

Anke Kishimoto, CPA

Controller

Jenna Kitts

Junior Systems Administrator

Nicole Knudtson

Receptionist

Darek Koman

Information Technology Manager

Gianna Loiacono

Operations Associate

Tasso Manolis

Operations Associate

MS

Audrienne Murray

Senior Accountant

Melanie Naranjo

Human Resources Administrator

Lindsey O'Brien

Business Analyst

Josh Pilson, CAIA®

Senior Business Analyst

Carolyn E. Raden, CPA

Principal

Chief Financial Officer

Vineeta D. Raketich

Vice President, Operations

MST

Aaron Riske

Security & Systems Analyst

Ted J. Rupp

Principal, Co-President

MBA

Patrick B. Wiese

Principal

Chief Information Officer

Jeremy Wilson

Chief Compliance Officer

Will Zheng

Manager, Strategy & Planning

Business Development

5 people

Phil Edwards

Business Development Analyst

Michael J. Fenger

Director, Taft Hartley Client Services

William W. Lee

Director, Institutional Sales

Kyle McGrath, CFA®

Manager, Corporate Development

Megan L. Pluta

Senior Marketing Associate