We are happy to announce that we're celebrating 20 years!
As a Principal and Investment Committee Member, Mark serves as a portfolio manager for the Kovitz Hedged Equity strategy. Mark manages the wealth management division of Kovitz and is also a member of the firm’s Executive Committee, supervising firmwide operations and business strategy. He also serves on the firm’s Marketing and Risk Management Committees. Prior to the formation of Kovitz in 2003, Mark was a Financial Advisor at Rothschild Investment Corporation. Mark graduated in 1997 from the University of Iowa with a Bachelor of Arts degree in Business Administration.