Services
Individuals
Family Office Services
Institutional
Funds
Company
About Us
Our Team
Press
Insights
Careers
Contact Us
Sign In
Sign In
Sign In
Sign In
Sign In
Sign In
Sign In
Sign In
Masters of our Discipline
Bringing Decades of Financial
Wisdom to Your Investments.
All Filters
Senior Leadership
Family Office Services
All Locations
Chicago
Orange County
Madison
Wealth Management
37 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®
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
Michelle Leivas
Client Service Associate
Andrew Lichaj
Client Service Associate
Michael Marciszewski, CFP®
Associate Wealth Advisor
Kendall M. Navin, CFA®
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
5 people
Alejandra E. Alonso, CPA
Senior Manager
MST
Elizabeth P. Kaufman, CPA, EA
Manager
Elizabeth Kuchta
Manager
Sarah E. Matthews, JD
Senior Manager
Timothy Zdunek, CPA
Tax Associate
MS
Finance & Operations
24 people
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
Principal, Chief People Officer
Bob Kairis
Director, Back Office Operations
Anke Kishimoto, CPA
Controller
Jenna Kitts
Junior Systems Administrator
Nicole Knudtson
Office Manager
Darek Koman
Information Technology Manager
Gianna Loiacono
Operations Associate
Tasso Manolis
Operations Associate
MS
Audrienne Murray
Senior Accountant
Ryan Muzik, CPA
Assistant Fund Controller
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
MBA
Business Development
6 people
Phil Edwards
Business Development Analyst
Michael J. Fenger
Director, Taft Hartley Client Services
Lee Glantz
Marketing Operations Associate
William W. Lee
Director, Institutional Sales
Kyle McGrath, CFA®
Manager, Corporate Development
Megan L. Pluta
Senior Marketing Associate