What departments does Kovitz Investment Group have?

Kovitz Investment Group has employees across 8 departments including Administrative, Finance, Customer Success, Operations, Human Resources.

What is the largest department at Kovitz Investment Group?

The largest department at Kovitz Investment Group is Finance with 4 employees.

Where are Kovitz Investment Group employees located globally?

Kovitz Investment Group has employees across 4 continents and 7 countries including India, Malaysia, France, United States Of America, Trinidad And Tobago.

How has Kovitz Investment Group's team size changed over time?

Kovitz Investment Group's team has decreased from approximately 131 to 66 employees based on available data.

Kovitz Investment Group Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research.

We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. 

For inquiries related to job opportunities, applications, or our recruitment process, please contact our Talent Acquisition team at careers@focuspartners.com.

Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.

Regulatory Documents: 
https://www.kovitz.com/regulatory-documents

Find Kovitz Investment Group employees' phone numbers or email addresses

Kovitz Investment Group Global Highlights

North America
135

United States Of America
133
Trinidad And Tobago
1
Canada
1

Asia
4

India
3
Malaysia
1

Europe
1

France
1

South America
1

Peru
1

Kovitz Investment Group's Leadership

K. L.
Chief People Officer
Mobile Phone
Email
P. J.
Principal, Head Of Platform Channels
Mobile Phone
Email
J. B.
Principal, Senior Wealth Advisor; Director, Family Office Services
Mobile Phone
Email
E. E.
Managing Director And Senior Financial Advisor
Mobile Phone
Email
M. J. F.
Director - Taft Hartley Client Services
Mobile Phone
Email
S. B.
Director, Institutional Relationships
Mobile Phone
Email
D. M.
Principal And Portfolio Manager, Kovitz, Madison-Wi
Mobile Phone
Email
E. C.
Billing And Accounting Manager
Mobile Phone
Email

Kovitz Investment Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Finance
Business Development
Human Resources
Other
Legal
Consultant

Contact profiles from Kovitz Investment Group

Name

Title

Contact Info

Location

Last Update

K. L.
Chief People Officer
Mobile Phone
Email
United StatesMassachusetts
Apr 27, 2026
P. J.
Principal, Head Of Platform Channels
Mobile Phone
Email
United StatesConnecticut
Jan 28, 2026
J. B.
Principal, Senior Wealth Advisor; Director, Family Office Services
Mobile Phone
Email
United States
Oct 24, 2025
E. E.
Managing Director And Senior Financial Advisor
Mobile Phone
Email
M. J. F.
Director - Taft Hartley Client Services
Mobile Phone
Email
Apr 23, 2025
S. B.
Director, Institutional Relationships
Mobile Phone
Email
CanadaOntario
Oct 24, 2025
D. M.
Principal And Portfolio Manager, Kovitz, Madison-Wi
Mobile Phone
Email
United StatesWisconsin
Feb 19, 2026
E. C.
Billing And Accounting Manager
Mobile Phone
Email
United StatesMichigan
Apr 15, 2026
G. C.
Manager, Municipal Investments & Business Operations
Mobile Phone
Email
Oct 22, 2024
J. C.
Human Resources Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Kovitz Investment Group known for?

Kovitz Investment Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 71 South Wacker Drive Suite 1860 Chicago, Illinois United States; you can contact the main corporate office by phone at

+1-312-334-****

. Explore Kovitz Investment Group's company overview page for more information.

What is Kovitz Investment Group's most common email format?

Kovitz Investment Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kovitz Investment Group email formats with LeadIQ.

How many employees does Kovitz Investment Group have currently?

Kovitz Investment Group has approximately 69 employees as of April 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Kovitz Investment Group's key employees and leadership?

As of April 2026, Kovitz Investment Group's key employees include:

Chief People Officer: K. L.
Principal, Head Of Platform Channels: P. J.
Principal, Senior Wealth Advisor; Director, Family Office Services: J. B.
Managing Director And Senior Financial Advisor: E. E.
Director - Taft Hartley Client Services: M. J. F.

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