Investment Management

Mitchell A. Kovitz, CPA, CFA

Founder & CEO, Kovitz

Vice Chairman, Focus Financial Partners

Co-Chief Investment Officer, Kovitz

Industry Start



University of Illinois at Urbana-Champaign, BS

Mitch Kovitz is a distinguished leader in the wealth management industry, serving as Chief Executive Officer & Founder of Kovitz and Vice Chairman of Focus Financial Partners. He is committed to fostering a culture of innovation and positivity that empowers all members of the Focus Partnership and Kovitz clients to succeed.

In October 2003, Mitch and his partners founded Kovitz to provide asset management services and financial solutions to high-net-worth individuals and institutions nationwide. In addition to his role as CEO of Kovitz, Mitch serves as the firm’s Co-Chief Investment Officer in Chicago, sits on multiple investment teams, and is the managing principal of the firm’s Family Office Services division where he acts as CIO to select families. 

Before founding Kovitz, Mitch was President of Rothschild Investment Corporation. He has been featured in publications such as Crain’s Chicago Business, the Chicago Tribune, the Chicago Sun-Times, U.S. News & World Report, and Value Investor Insight. He has also appeared on Bloomberg broadcast television. In April 2023, Mitch had the honor of ringing The Opening Bell® at the NYSE.

Mitch is a Certified Public Accountant and a CFA® Charterholder who graduated from the University of Illinois at Urbana-Champaign with a bachelor’s in accounting and a master’s in taxation. He is proud to be an alumnus of the same university, which his wife and three daughters also attended.