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Postes actifs de Bryan Jeffrey Schimel
Sociétés | Poste | Début | Fin |
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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. | Analyst-Equity | - | - |
Historique de carrière de Bryan Jeffrey Schimel
Anciens postes connus de Bryan Jeffrey Schimel
Sociétés | Poste | Début | Fin |
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Newman & Schimel LLC
![]() Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | Compliance Officer | 12/10/2006 | 07/03/2023 |
Fondateur | 12/10/2006 | 07/03/2023 |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Compliance Officer | 1 |
Founder | 1 |
Analyst-Equity | 1 |
Sectorielle
Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Newman & Schimel LLC
![]() Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | 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 |
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