Finance & Operations

Patrick B. Wiese

Principal

Chief Operating Officer

  • Industry Start

    2001

  • Education

    Roosevelt University, BS

Patrick currently manages the firm’s technology infrastructure, creates and enhances many of the firm’s operational processes, and implements new applications. He is also responsible for integrating external information systems and assists in managing the firm’s internal operations. Previously, Patrick was Portfolio Administrator during the formation of the Kovitz in 2003. He started his career at Rothschild Investment Corporation as an Associate in 2001. Patrick received his Bachelor of Science degree in Business Management with a minor in Finance from Roosevelt University in 2002. He is licensed with FINRA under Series 7 and 66.