Masters of our Discipline

Bringing Decades of Financial
Wisdom to Your Investments.

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