We are happy to announce that we're celebrating 20 years!
Merilou serves as a Senior Operations Associate, responsible for maintenance of client portfolios and client reporting. She has worked in the investment industry since 1983. Prior to joining Kovitz in 2017, Merilou was an Operations Specialist - Associate Vice President with Credit Suisse. Merilou has also worked as a Senior Portfolio Administrator with Harris Associates servicing both individual and institutional clients.