We are happy to announce that we're celebrating 20 years!
Michelle joined Kovitz in 2020 and brings with her over 23 years in the investment industry, having previously worked at Bel Air Investments, UBS, and Morgan Stanley. Michelle is responsible for overseeing the maintenance of client accounts alongside our operational support team. In addition, Michelle oversees the delivery of important client communications. When not in the office, Michelle enjoys exploring what California has to offer.