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Mitch Kovitz
Directeur Général chez Kovitz Investment Group Partners LLC
Postes actifs de Mitch Kovitz
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 01/01/2016 | - |
Directeur en chef des Investissements | 01/01/2016 | - | |
Fondateur | 01/01/2016 | - | |
Gestionnaire de Portefeuille-Actions | 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. | Directeur/Membre du Conseil | - | - |
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. | Directeur/Membre du Conseil | - | - |
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 | - | - |
Historique de carrière de Mitch Kovitz
Anciens postes connus de Mitch Kovitz
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 01/10/2003 | 01/01/2016 |
Président | 01/10/2003 | 01/01/2016 | |
Directeur en chef des Investissements | 01/10/2003 | 01/01/2016 | |
Fondateur | 01/10/2003 | 01/01/2016 | |
Gestionnaire de Portefeuille-Actions | 01/10/2003 | 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. | Directeur des opérations | 01/01/1989 | 30/09/2003 |
President | 01/01/1989 | 30/09/2003 |
Formation de Mitch Kovitz
University of Illinois | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Chief Executive Officer | 2 |
Chief Investment Officer | 2 |
Founder | 2 |
Sectorielle
Finance | 7 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
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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 |
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 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 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 |
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 |
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 |
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