Sanford Kovitz

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Sanford Kovitz is Senior Portfolio Manager & Financial Advisor at Kovitz Investment Group LLC.
He has over 40 years experience in the investment industry.
Mr. Kovitz joined Kovitz Investment Group from Rothschild Investment Corp.
where he was previously an Executive Vice President.
Prior to that, he was a First Vice President and Senior Trust Officer at the Exchange National Bank of Chicago.
Mr. Kovitz graduated from the University of Illinois and received his MBA from Northwestern University.
He received his JD from DePaul University.
He is licensed with FINRA under 7 and 63.

Anciens postes connus de Sanford Kovitz

Sociétés	Poste	Fin
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Gestionnaire de Portefeuille-Actions	05/09/2008
Exchange National Bank of Chicago Exchange National Bank of Chicago Major BanksFinance Nationally chartered commercial bank	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.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	6
Rothschild Investment LLC Rothschild Investment LLC Investment ManagersFinance Rothschild recommends an appropriate balance between equity and fixed-income investments to clients and suggests suitable risk parameters for portfolio investments. The firm’s long-term objective is to establish a pattern of positive total return for their clients. They strive to achieve a combined rate of return sufficient to enhance, as well as protect, the real (inflation-adjusted) value of their clients’ assets. Rothschild relies mainly on basic analysis in selecting equity investments. The firm normally constructs portfolios comprised of laddered, short-term to intermediate-term investment grade fixed income securities to protect against interest rate risk and credit risk.	Finance
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
DePaul University DePaul 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
Exchange National Bank of Chicago Exchange National Bank of Chicago Major BanksFinance Nationally chartered commercial bank	Finance