Mitch Kovitz
Chief Executive Officer presso Kovitz Investment Group Partners LLC
Profilo
Mr. Mitchell A.
Kovitz is a Founder, Chief Executive Officer & Chief Investment Officer at Kovitz Investment Group Partners LLC and a Principal at Chicago Capital Partners Management LLC.
He is on the Board of Directors at CCP Interline Sidecar LLC and CCP Private Holdings II LLC.
He is committed to fostering a culture of innovation and positivity that empowers all members of the Focus Partnership and Kovitz clients to succeed.
In addition to his role as CEO of Kovitz, he serves as the firm’s Co-Chief Investment Officer in Chicago, sits on multiple investment teams, and is the managing principal of the firm’s Family Office Services division where he acts as CIO to select families.
Mr. Kovitz was previously employed as a Founder, Principal & Portfolio Manager by Kovitz Investment Group LLC and a President by Rothschild Investment Corp.
He received his undergraduate degree from the University of Illinois and a graduate degree from the University of Illinois.
He is a Certified Public Accountant and a CFA Charterholder.
Posizioni attive di Mitch Kovitz
Società | Posizione | Inizio |
---|---|---|
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Chief Executive Officer | 01/01/2016 |
CCP Private Holdings II LLC
CCP Private Holdings II LLC Financial ConglomeratesFinance CCP Private Holdings II LLC operates as an early staging company. The company is headquartered in Chicago, IL. | Director/Board Member | - |
CCP Interline Sidecar LLC
CCP Interline Sidecar LLC Investment ManagersFinance CCP Interline Sidecar LLC operates as an early stage company. The company is headquartered in Chicago, IL. | Director/Board Member | - |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Corporate Officer/Principal | - |
Precedenti posizioni note di Mitch Kovitz
Società | Posizione | Fine |
---|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Chief Executive Officer | 01/01/2016 |
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | President | 30/09/2003 |
Formazione di Mitch Kovitz
University of Illinois | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 6 |
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Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Finance |
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
CCP Interline Sidecar LLC
CCP Interline Sidecar LLC Investment ManagersFinance CCP Interline Sidecar LLC operates as an early stage company. The company is headquartered in Chicago, IL. | Finance |
CCP Private Holdings II LLC
CCP Private Holdings II LLC Financial ConglomeratesFinance CCP Private Holdings II LLC operates as an early staging company. The company is headquartered in Chicago, IL. | Finance |
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