Kovitz Employee Directory

Q: What is Kovitz known for?

Kovitz was founded in 2003. Kovitz operates in the Financial Services industry.

Q: How many employees does Kovitz have currently?

Kovitz has approximately 146 employees.

Q: Who are Kovitz's key employees and leadership?

Kovitz's key employees include: Chief People Officer: K. L..

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 employees' phone numbers or email addresses

Kovitz Global Highlights

North America
170

United States Of America
168
Trinidad And Tobago
1
Canada
1

Asia
4

India
3
Malaysia
1

Europe
1

France
1

South America
1

Peru
1

Kovitz's Leadership

K. L.
Chief People Officer
Mobile Phone
Email
T. D.
Principal, Chief Operating 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
K. W.
Digital Marketing Manager
Mobile Phone
Email

Kovitz Employee Metrics

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2026

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2024

Banking
Accounting
Finance
Business Development
Human Resources
Other

Contact profiles from Kovitz

Name

Title

Contact Info

Location

Last Update

T. D.
Principal, Chief Operating Officer
Mobile Phone
Email
United StatesPennsylvania
Jan 28, 2026
K. L.
Chief People Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 19, 2025
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
K. W.
Digital Marketing Manager
Mobile Phone
Email
United StatesArkansas
Nov 28, 2025
T. H.
Accounting Manager
Mobile Phone
Email
United StatesColorado
Oct 25, 2025
D. M.
Principal And Portfolio Manager, Kovitz, Madison-Wi
Mobile Phone
Email
United StatesWisconsin
Oct 24, 2025

Frequently Asked Questions

What is Kovitz known for?

Kovitz 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 60606 United States; you can contact the main corporate office by phone at

+1-312-334-****

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

What is Kovitz's most common email format?

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

How many employees does Kovitz have currently?

Kovitz has approximately 146 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Kovitz's key employees and leadership?

As of February 2026, Kovitz's key employees include:

Chief People Officer: K. L.
Principal, Chief Operating Officer: T. D.
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.

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