We are happy to announce that we're celebrating 20 years!
Cooper joined Kovitz in 2023 as a Wealth Planning Analyst. In this role, he collaborates with advisors, delivering wealth planning analysis to high-net-worth clients and households. Cooper recently graduated from Indiana University with a bachelor’s degree in finance and is actively pursuing the CFP® Designation.
Prior to joining Kovitz, Cooper worked as a private wealth management intern, where he built comprehensive financial plans to gain knowledge in the field. Outside of the office, Cooper enjoys playing sports, spending time with family and friends, and rooting for his Indiana Hoosier sports teams.