We are happy to announce that we're celebrating 20 years!
Gordie joined Kovitz in 2023 as a Wealth Management Operations Associate. He works alongside associate advisors to execute client-centric responsibilities and provide wealth planning analyses to high-net-worth families and individuals. He is also responsible for evaluating team workflows and proposing new processes and solutions for improvements. Gordie graduated from Washington University in St. Louis, earning a Bachelor’s Degree in Economics, and is working towards the CFP® designation. At Washington University, he was a men’s baseball team member.
Previously, Gordie worked for a fintech start-up where he worked in various roles in client services and banking operations. In his free time, you will find him on the golf course, at a baseball game, or cooking for his friends and family.