Masters of our Discipline

Bringing Decades of Financial
Wisdom to Your Investments.

Wealth Management

30 people

Jenny P. Boyke, MAS, CPA, CFP®

Principal

Senior Wealth Advisor

Director - Family Office Services

Amanda L. Falkum, CFP®

Principal

Senior Wealth Advisor

Director - Wealth Planning

Christopher J. Nicholson, CFP®

Principal

Senior Wealth Advisor

Director - Wealth Management

David A. Castro, CFP®

Principal

Senior Wealth Advisor

Edward W. Edens, CFP®

Principal

Senior Wealth Advisor

MBA

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

Principal

Senior Wealth Advisor

Leonard S. Gryn, CPA

Principal

Stephen L. Hawk

Principal

Senior Wealth Advisor

Kate E. Jonynas, CFP®

Principal

Senior Wealth Advisor

Paul A. Perry

Principal

Senior Wealth Advisor

Bruce A. Weininger, CPA, CFP®

Principal

Senior Wealth Advisor

Mary E. Anderson

Senior Wealth Advisor

MA, MBA

John J. Conway, CRPC®

Senior Wealth Advisor

Pete Crowell, CFP®

Senior Wealth Advisor

Deborah A. Hopkins, CFP®

Senior Wealth Advisor

MBA

Carol J. Vander Sluis

Senior Wealth Advisor

MBA

John E. Roessler, CPA, CFP®

Senior Wealth Planner

G. Scott Brown, CPA, CFP®

Wealth Advisor

MBA

Mitchell P. Hamer, CFP®

Wealth Advisor

MS

Joel M. Hunter, CFP®

Wealth Advisor

Andy Novak, CFP®

Wealth Advisor

Lance J. Sherry, JD, CFP®

Wealth Advisor

Cara J. Haselrig

Associate Wealth Advisor

Kendall M. Navin

Associate Wealth Advisor

Tenisha M. Adeoye

Client Service Associate

Karen Chambers

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

19 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

Chris May, CFA®

Research Analyst

MBA

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, CFA®

Manager, Municipal Investments & Business Operations

Gunthar Fleck

Trading Analyst

Family Office Services

8 people

Allen C. Berg, CPA, CFP®

Managing Director

MST

Alejandra E. Alonso, CPA

Senior Manager

MST

Sarah E. Matthews, JD

Senior Manager

Joe Hanson, CPA

Manager

MST

Elizabeth Kuchta

Manager

Jennifer L. Lynch, CPA

Manager

Magda Fitzgerald

Client Service Associate

Barbara Lothian

Client Service Associate

Finance & Operations

22 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 Information Officer

Catherine J. Smith

Vice President, Special Projects

MBA

Merilou Bury

Operations Associate

Max Carbonel

Portfolio Administrator

Lindsey O'Brien

Business Analyst

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

Chief Growth Officer

William W. Lee

Director, Institutional Sales

Megan L. Pluta

Senior Marketing Associate

Phil Edwards

Business Development Analyst