Profil
Ms. Deborah A. Hopkins is Senior Financial Advisor at Kovitz Investment Group LLC.
Ms. Hopkins joined Kovitz Investment Group in 2011.
Prior to joining Kovitz, she was Chief Operating Officer for small wealth management firm in Chicago, Illinois.
In this role, she was responsible for managing the operations of the firm and developing long term strategy.
Prior to that, Debbie was a Vice President in private banking at The Northern Trust.
Shie was responsible for managing the investment and credit relationships for senior executives from Fortune 100 companies.
Ms. Hopkins earned her Bachelor of Science degree from the University of Illinois at Urbana-Champaign.
She earned her MBA from the Kellogg Graduate School of Management at Northwestern University.
She is a Certified Financial Planner Professional.
Anciens postes connus de Debbie A. Hopkins
| Sociétés | Poste | Fin |
|---|---|---|
Trinity Financial Advisors LLC (Illinois)
Trinity Financial Advisors LLC (Illinois) Regional BanksFinance Provides fiduciary services | Corporate Officer/Principal | 01/12/2010 |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Corporate Officer/Principal | - |
Formation de Debbie A. Hopkins
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Kovitz Investment Group seeks long-term capital appreciation of client assets through high risk-adjusted returns. To accomplish this objective, the firm emphasizes the preservation of capital and minimization of risk primarily by investing in mid to large-cap companies believed to be significantly under valued. They seek market leaders with strong competitive positions, stable products and economies of scale or scope, low capital requirements and experienced and competent management with ownership stakes. To be considered quantitatively, companies must have high returns on capital, high correlation between earnings and cash flow, low financial risk, valuations based on discounted cash flow models and sell below intrinsic value. For fixed-income, Kovitz does not attempt to forecast interest rates. They seek to capture above market yields via disciplined purchasing strategy, not by assuming added credit risk. Portfolios are comprised primarily of AA and AAA rated bonds. When purchasing bonds, the firm's portfolio managers are flexible as to the timing of principal and interest payments. They may consider premium and discount bonds that will provide additional yield from the reduced demand. In constructing portfolios, their portfolio managers may accept modest liquidity risk when such risk returns significant yield enhancement. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
Trinity Financial Advisors LLC (Illinois)
Trinity Financial Advisors LLC (Illinois) Regional BanksFinance Provides fiduciary services | Finance |
















