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Masters of our Discipline
Bringing Decades of Financial
Wisdom to Your Investments.
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Senior Leadership
Family Office Services
All Locations
Chicago
Orange County
Madison
Wealth Management
30 people
Jenny P. Boyke, CPA, CFP®
Principal
Senior Financial Advisor
MAS
David A. Castro, CFP®
Principal
Senior Financial Advisor
Edward W. Edens, CFP®
Principal
Senior Financial Advisor
MBA
Amanda L. Falkum, CFP®
Principal
Senior Financial Advisor
Harold (Skip) Gianopulos, Jr., JD, CFP®
Principal
Senior Financial Advisor
Leonard S. Gryn, CPA
Principal
Stephen L. Hawk
Principal
Senior Financial Advisor
Kate E. Jonynas, CFP®
Principal
Senior Financial Advisor
Christopher J. Nicholson, CFP®
Principal
Senior Financial Advisor
Paul A. Perry
Principal
Senior Financial Advisor
Bruce A. Weininger, CPA, CFP®
Principal
Senior Financial Advisor
Mary E. Anderson
Senior Financial Advisor
MA, MBA
John J. Conway, CRPC®
Senior Financial Advisor
Deborah A. Hopkins, CFP®
Senior Financial Advisor
MBA
Bradford P. Madison, CFP®, CTFA
Senior Financial Advisor
MBA
Carol J. Vander Sluis
Senior Financial Advisor
MBA
Pete Crowell, CFP®
Senior Financial Planner
John E. Roessler, CPA, CFP®
Senior Financial Planner
G. Scott Brown, CPA, CFP®
Financial Advisor
Dana R. DeLance, CFP®
Financial Advisor
Mitchell P. Hamer, CFP®
Financial Advisor
Cara J. Haselrig
Associate Financial Advisor
Joel M. Hunter, CFP®
Financial Advisor
Kendall M. Navin
Associate Financial Advisor
Andy Novak, CFP®
Financial Advisor
Tenisha M. Adeoye
Client Service Associate
Lori Cullina
Client Service Associate
Alison Grigoletto
Client Service Associate
Lorita Walker-Durley
Client Service Associate
Michelle Leivas
Client Service Associate
Investment Management
18 people
Mitchell A. Kovitz, CPA, CFA®
Principal & Founder
Co-Chief Investment Officer
Jonathan A. Shapiro, CFA®
Principal & Founder
Co-Chief Investment Officer
MBA
Joel D. Hirsh, CFA®
Principal
Co-Chief Investment Officer
John Buckingham
Principal, Portfolio Manager
Editor, The Prudent Speculator
Jason R. Clark, CFA®
Principal
Portfolio Manager
Mark C. Rosland
Principal
Investment Committee Member
Daniel T. Murphy, CFA®
Principal
Portfolio Manager
Jason M. Petitte, CFA®
Principal
Senior Research Analyst
Robert Burnstine, JD
Portfolio Manager
Michael T. Krachey, CFA®
Assistant Portfolio Manager
Bryan Engler, CFA®
Senior Research Analyst
Christopher A. Quigley
Senior Research Analyst
Zachary Tart
Portfolio and Research Associate
Jesse L. Stumpf, CFA®
Director, Fixed Income
Mark C. Ott, Jr.
Head of Trading
Daniel J. Olkowski
Senior Trader
Jason A. Castillo
Manager, Municipal Investments & Business Operations
Gunthar Fleck
Trading Analyst
Family Office Services
5 people
Allen C. Berg, CPA, CFP®
Managing Director
MST
Joe Hanson, CPA
Manager
MST
Elizabeth Kuchta
Manager
Magda Fitzgerald
Client Service Associate
Barbara Lothian
Client Service Associate
Finance & Operations
24 people
Marc S. Brenner, JD, CPA
Principal, Founder & Vice Chairman
President, Kovitz Real Estate
Robert A. Contreras, JD
Principal, Co-President
General Counsel
Ted J. Rupp
Principal, Co-President
MBA
Jeremy Wilson
Chief Compliance Officer
Jessica R. Cunnick, PHR
Vice President, Human Resources
Rob C. Almeida
Human Resources Associate
Carolyn E. Raden, CPA
Chief Financial Officer
Anke Kishimoto, CPA
Controller
Daniel N. Funkhouser, CPA
Accounting Manager
MSA
Sreeruppa Dey
Staff Accountant
Patrick B. Wiese
Principal
Chief Operating Officer
Catherine J. Smith
Vice President, Operations
MBA
Carin L. Nesbitt
Operations Manager
Jordan Kelman, CIPM®
Senior Portfolio Administrator
MBA
Merilou Bury
Operations Associate
Claire E. Harrison
Operations Associate
Max Carbonel
Portfolio Administrator
Darek Koman
Senior Systems Administrator
Aaron Riske
Systems Administrator
Jenna Kitts
Junior Systems Administrator
Michaelene J. Watson
Client Services Manager
Deborah L. Stevenson
Client Coordinator
Kate Krasutskaya
New Accounts Administrator
Nicole Knudtson
Receptionist
Business Development
5 people
Michael J. Fenger
Director, Taft Hartley Client Services
Eric R. Hare
Director, Family Offices Services & Business Development
William W. Lee
Director, Institutional Sales
Megan L. Pluta
Senior Marketing Associate
Phil Edwards
Business Development Analyst