Kovitz Employee Directory

Financial ServicesIllinois, United States201-500 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

Location
Employees

North America
181

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  • United States Of America
    179
  • Trinidad And Tobago
    1
  • Canada
    1

Asia
4

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  • India
    3
  • Malaysia
    1

Europe
1

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  • France
    1

South America
1

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  • Peru
    1

Kovitz's Leadership

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    M. M.
    Vice President Of Marketing
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    T. D.
    Principal, Chief Operating Officer
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    P. J.
    Principal, Head Of Platform Channels
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    J. B.
    Principal, Senior Wealth Advisor; Director, Family Office Services
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    A. K.
    Director, Finance And Accounting
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    E. E.
    Managing Director And Senior Financial Advisor
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    M. J. F.
    Director - Taft Hartley Client Services
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    S. B.
    Director, Institutional Relationships
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Contact profiles from Kovitz

Name
Title
Contact Info
Location
Last Update
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    T. D.
    Principal, Chief Operating Officer
    Phone icon
    United StatesPennsylvania
    Oct 24, 2025
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    P. J.
    Principal, Head Of Platform Channels
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    United StatesConnecticut
    Oct 23, 2025
  • Stylized image of a person
    M. M.
    Vice President Of Marketing
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    United StatesPennsylvania
    Oct 24, 2025
  • Stylized image of a person
    J. B.
    Principal, Senior Wealth Advisor; Director, Family Office Services
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    United States
    Oct 24, 2025
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    A. K.
    Director, Finance And Accounting
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    United StatesMississippi
    Nov 03, 2025
  • Stylized image of a person
    E. E.
    Managing Director And Senior Financial Advisor
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  • Stylized image of a person
    M. J. F.
    Director - Taft Hartley Client Services
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    Apr 23, 2025
  • Stylized image of a person
    S. B.
    Director, Institutional Relationships
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    CanadaOntario
    Oct 24, 2025
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    A. P.
    Compensation Manager
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    United StatesMaryland
    Oct 17, 2025
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    K. W.
    Digital Marketing Manager
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    United StatesArkansas
    Nov 28, 2025

Frequently Asked Questions

What is Kovitz known for?

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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; you can contact the main corporate office by phone at . Explore Kovitz's company overview page for more information.

What is Kovitz's most common email format?

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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?

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Kovitz has approximately 201 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Kovitz's key employees and leadership?

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As of December 2025, Kovitz's key employees include:

  • Vice President Of Marketing: M. M.
  • Principal, Chief Operating Officer: T. D.
  • Principal, Head Of Platform Channels: P. J.
  • Principal, Senior Wealth Advisor; Director, Family Office Services: J. B.
  • Director, Finance And Accounting: A. K.

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