We are happy to announce that we're celebrating 20 years!
Vineeta currently serves as the Vice-President of Operations wherein her responsibilities include developing and implementing effective and efficient processes and systems that span the organization. She also manages the Client Service Team which is responsible for providing exceptional service and operational excellence to all the clients. Additionally, she is a Project Leader for major organizational projects, strategic initiatives and M&A integrations. She is a member of the firm’s Executive Committee and Co-Chair of the Risk Management Committee, leveraging her experience in evaluating business processes and risks that support the firm’s Risk Management Infrastructure.
Prior to joining Kovitz, Vineeta was Managing Director of Global Operations and Client Relations at Harris Associates LP, and Vice-President of the Oakmark Funds. During her lengthy tenure at Harris Associates she served in a variety of roles that helped her broaden her knowledge of Investment Operations, this enabled her to develop a culture of providing outstanding service to Harris’ global client base. At Harris she was active in several company-wide committees which focused on risk management, business development, audit, data governance, and other operational practices.
Vineeta holds a B.S. (Finance) and M.S. (Taxation) from DePaul University and is licensed with FINRA under Series 7 and 63. She is Board Chair for LEARN Charter School Network that has 11 associated schools in Chicagoland and Washington D.C. In her free time Vineeta loves traveling the globe, exploring the Chicago restaurant scene, and spending time with family and friends in Southwest Michigan.