We are happy to announce that we're celebrating 20 years!
Bruce has been instrumental in the firm's growth through his focus on client service and financial planning. Since 1988, he has provided comprehensive financial planning advice to high net worth individuals and institutions. Bruce has been the primary source of financial advice to more than a dozen Fortune 500 Chief Executive Officers and Chief Financial Officers. Prior to joining Kovitz in 2004, Bruce was a partner at Deloitte, LLP, leading their Midwest financial planning practice. He has spoken at national conferences on wealth planning topics and has been featured in Barron’s and Worth magazine as one of the top financial advisors in the country. His work has been published in the Journal for Financial Planning, Financial Advisor magazine, and Investment Advisor magazine. Bruce has also guest lectured at the University of Illinois, and has been quoted extensively locally in the Chicago Tribune and the Chicago Sun-Times and, nationally, in USA Today and Business Week. He also served on the Journal of Financial Planning’s Advisory Board. Bruce received his Bachelor of Science degree from the University of Illinois at Urbana-Champaign in 1986. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.