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 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. | Gestionnaire de Portefeuille-Actions | 05/09/2008 |
| Exchange National Bank of Chicago | Corporate Officer/Principal | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sanford Kovitz
| University of Illinois | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
| DePaul University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
| Exchange National Bank of Chicago | Finance |
