Kovitz Investment Group

Finance · Illinois, United States · 100 Employees

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About

Headquarters

71 S Wacker Dr Ste 1860, Chicago, Illinois, 606...

Phone Number

(312) 334-7300

Website

www.kovitz.com

Revenue

$19.9 Million

Industry

Finance General

Finance

Most Recent Scoops

Apr 2 2024

Mergers & Acquisitions (M&A)

Apr 21 2023

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Kovitz Investment Group has been named on the RIA Edge 100 list by WealthManagement.com for 2022.

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Who is Kovitz Investment Group

Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client se rvice and sound investment selection, while putting clients' interests first. KIG values its trusted advisor position in each client's financial affairs and continually works to earn this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions.Read more

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Popular SearchesKovitz Investment GroupKovitzKovitz Investment Group Partners LLCKovitz Securities LLCKovitz Investment Group LLCSIC Code 62,621NAICS Code 52,523Show more

Kovitz Investment Group Org Chart

Mitchell Kovitz

Chief Executive Officer

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Carolyn Raden

Principal, Chief Operating Officer

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Robert Contreras

Co-President

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Kovitz Investment Group Employee Growth Rate

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Kovitz Investment Group Tech Stack

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Most Recent Scoops

Apr 2 2024

Mergers & Acquisitions (M&A)

Mergers & Acquisitions

Oct 10 2023

Award

Apr 21 2023

Award

Kovitz Investment Group has been named on the RIA Edge 100 list by WealthManagement.com for 2022.

Aug 24 2022

Award

Kovitz Investment Group has been named to Crain’s Chicago Business’ Top 100 Places to Work.

Award, Employee Relations, Office Operations

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Kovitz Investment Group News & Media

Fort Pitt Capital Group to Join Kovitz
NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that it has entered into a definitive agreement under which Pittsburgh-based Focus partner firm Fort Pitt Capital Group, LLC will join fellow Focus firm Kovitz Investment Group Partners, LLC. This transaction is expected to close in the fourth quarter of 2024, subject to customary closing conditions. Fort Pitt, which joined Fo
Oct 3, 2024
www.businesswire.com
Thurston Group and AMO Partners, US Veterinary REIT, Join Forces with Kovitz Investment Group in Strategic Real Estate Venture
CHICAGO, July 10, 2024 /PRNewswire/ -- U.S. Veterinary REIT ("USV REIT"), a real estate investor founded by Thurston Group ("Thurston") and AMO Partners ("AMO"), announced today that they will partner with Kovitz Investment Group Partners, LLC ("Kovitz"), an investment advisor...
Jul 10, 2024
www.prnewswire.com
Relative Value Partners to Join Kovitz
NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that it has entered into a definitive agreement under which Focus partner firm Relative Value Partners Group, LLC, headquartered in Northbrook, Illinois, will formally join fellow Focus firm Kovitz Investment Group Partners, LLC, headquartered in Chicago. This transaction is expected to close in the third quarter of 2024, subj
Jul 1, 2024
www.businesswire.com
NorthCoast Asset Management, a Business Line of Connectus Wealth Advisers, Joins Kovitz
NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that the NorthCoast Asset Management business line of Connectus Wealth Advisers, headquartered in Greenwich, Connecticut, has formally joined fellow Focus firm Kovitz Investment Group Partners, LLC. NorthCoast joined Connectus in 2021 and specializes in quantitative research, a systematic investment process and a rigorous appr
Jun 3, 2024
www.businesswire.com
Strategic Wealth Partners to Join Kovitz
NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”). This transaction is expected to close in the second quarter of 2024, subject to customary closing conditions. SWP sp
Apr 2, 2024
www.businesswire.com

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Frequently Asked Questions Regarding Kovitz Investment Group

Where is Kovitz Investment Group located?

Kovitz Investment Group's headquarters are located at 71 S Wacker Dr Ste 1860, Chicago, Illinois, 60606, United States

What is Kovitz Investment Group's phone number?

Kovitz Investment Group's phone number is (312) 334-7300

What is Kovitz Investment Group's official website?

Kovitz Investment Group's official website is www.kovitz.com

What is Kovitz Investment Group's Revenue?

Kovitz Investment Group's revenue is $19.9 Million

What is Kovitz Investment Group's SIC code?

Kovitz Investment Group's SIC: 62,621

What is Kovitz Investment Group's NAICS code?

Kovitz Investment Group's NAICS: 52,523

How many employees does Kovitz Investment Group have?

Kovitz Investment Group has 100 employees

What industry does Kovitz Investment Group belong to?

Kovitz Investment Group is in the industry of: Finance General, Finance

What is Kovitz Investment Group competition?

Kovitz Investment Group top competitors include: Chilton Capital Management, Cumberland Advisors, MAI Capital Management, Pzena Investment Management

What companies has Kovitz Investment Group acquired?

Kovitz Investment Group has acquired the companies: Merriman Wealth Management, LLC., summitcapital.com, Greystone Financial Services, The Colony Group

What technology does Kovitz Investment Group use?

Some of the popular technologies that Kovitz Investment Group uses are: goo.gl, prismic.io, Cornerstone OnDemand, Proofpoint

Who is the CEO of Kovitz Investment Group?

Kovitz Investment Group's CEO is Mitchell Kovitz

How do I contact Kovitz Investment Group?

Kovitz Investment Group contact info: Phone number: (312) 334-7300 Website: www.kovitz.com

What does Kovitz Investment Group do?

What are Kovitz Investment Group social media links?

Kovitz Investment Group Linkedin page Kovitz Investment Group Twitter page Kovitz Investment Group Facebook page

Is Kovitz Investment Group a public company?

Kovitz Investment Group is private company therefore does not currently have an official ticker symbol

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Kovitz Investment Group Latest Hires and Their Positions

Kovitz Investment Group is expanding and recently hired new employees. Here are the latest additions to the team.

Janet Kiefer

Joined Sep 8, 2024

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Gretel Kiefer

Joined Sep 8, 2024

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Andrew Lichaj

Investment Consultant - Fidelity

Joined Aug 21, 2024

Phone

Sara Honaker

Joined Jul 1, 2024

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