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 201 employees.

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

North America
181

United States Of America
179
Trinidad And Tobago
1
Canada
1

Asia
4

India
3
Malaysia
1

Europe
1

France
1

South America
1

Peru
1

Kovitz's Leadership

M. M.
Vice President Of Marketing
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
A. K.
Director, Finance And Accounting
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

Contact profiles from Kovitz

Name

Title

Contact Info

Location

Last Update

D. S.
Talent Acquisition
Mobile Phone
Email
Oct 17, 2025
E. C.
New Work University
Mobile Phone
Email
Oct 17, 2024
E. J.
Associate Wealth Advisor
Mobile Phone
Email
United StatesTexas
Feb 01, 2024
J. S.
Portfolio Manage
Mobile Phone
Email
Oct 21, 2024
J. S.
Wealth Advisor
Mobile Phone
Email
Apr 14, 2025
K. E.
Service Advisor
Mobile Phone
Email
United StatesPennsylvania
Apr 29, 2025
L. O.
Business Analyst
Mobile Phone
Email
Oct 21, 2024
L. Y.
Managing Member
Mobile Phone
Email
Oct 16, 2024
L. M.
Analyst
Mobile Phone
Email
Nov 13, 2024
M. B.
Operations Associate
Mobile Phone
Email
Oct 21, 2024

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; 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 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?

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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