Investment Management

Jesse L. Stumpf, CFA®

Director, Fixed Income

  • Industry Start

    2010

  • Education

    University of Illinois at Urbana-Champaign, BS

Jesse is a member of the investment team and oversees portfolio management, trading, research and analysis related to the firm’s fixed income strategies. Prior to joining Kovitz in 2012, Jesse was a Financial Analyst and Planner for high net worth clients and corporate executives at The Ayco Company, L.P., A Goldman Sachs Company. He received a Bachelor of Science in Finance with Honors from the University of Illinois at Urbana-Champaign in 2010. Jesse is licensed with FINRA under Series 7 and 66. He is also a CFA Charterholder and a member of the CFA Society of Chicago.