Investment Management

Mitchell A. Kovitz, CPA, CFA®

Principal & Founder

Co-Chief Investment Officer

  • Industry Start

    1989

  • Education

    University of Illinois at Urbana-Champaign, BS

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. Mitch serves as the firm’s Co-Chief Investment Officer in Chicago and sits on multiple investment teams, including Core Equity Strategy, Hedged Equity, Industrial Real Estate, Diversified Real Estate and Chicago Capital Partners, a private equity holding company. In addition, he is the managing principal of the firm’s Family Office Services division and serves as CIO to certain families.

As a firm, Kovitz applies the valued-based investment methodology pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Mitch has led the incorporation of this methodology into many of the firm’s alternative investment strategies, such as Real Estate and Private Equity. In addition, Mitch oversees the hiring of investment personnel for all investment strategies.

Prior to founding Kovitz, Mitch was President of Rothschild Investment Corporation. Mitch 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. Mitch graduated from the University of Illinois at Urbana-Champaign in 1986 with a bachelor’s in accounting. He became licensed as a Certified Public Accountant in August 1986 and received a master’s in taxation from the University of Illinois in 1987. Mitch is a CFA Charterholder.