What departments does Kovitz have?

Kovitz has employees across 9 departments including Administrative, Finance, Customer Success, Operations, Human Resources.

What is the largest department at Kovitz?

The largest department at Kovitz is Finance with 4 employees.

Where are Kovitz employees located globally?

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

How has Kovitz's team size changed over time?

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

Kovitz Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Kovitz is a financial services firm that connects high net worth individuals, institutions, and financial professionals to customized asset management and advisory strategies. The firm emphasizes long-term investment solutions grounded in its own stringent research. It treats financial planning and wealth management as active processes, working with clients to identify and implement decisions that align with their needs. Kovitz Investment Group Partners, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and provides investment management services to individual and institutional clients.

Based in Chicago, Illinois, Kovitz operates within the financial services industry with a focus on asset management and advisory services for a diverse client base. It is a mid-sized firm that maintains regulatory documents and other governance materials on its website to support its compliance posture.

Kovitz Global Highlights

North America
134

United States Of America
132
Trinidad And Tobago
1
Canada
1

Asia
4

India
3
Malaysia
1

Europe
1

France
1

South America
1

Peru
1

Kovitz's Leadership

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
G. C.
Manager, Municipal Investments & Business Operations
Mobile Phone
Email

Kovitz Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Finance
Business Development
Human Resources
Other
Legal
Consultant

Contact profiles from Kovitz

Name

Title

Contact Info

Location

Last Update

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
B. W.
Principal
Mobile Phone
Email
United StatesUtah
Mar 25, 2026

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 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 62 employees as of May 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Kovitz's key employees and leadership?

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

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.
Director, Institutional Relationships: S. B.

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Kovitz Employee Directory

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