Mitchell A. Kovitz, CFA, CPA – Founder & Principal
Mitchell A. Kovitz graduated from the University of Illinois in 1986 with a Bachelor of Science degree in Accounting. He became licensed as a Certified Public Accountant (“CPA”) in August, 1986, and received a Masters in Taxation from the University of Illinois in 1987. Between 1987 and 1989, Mitchell was a member of the Tax Division of Arthur Andersen & Co. in Chicago , Illinois. In 1989, Mitchell joined Rothschild Investment Corp. as a portfolio manager in the firm's Investment Management Department. Mitchell was promoted to the position of Vice President in 1995, Chief Operating Officer in 2001, and President in 2002. In October 2003, Mitchell and his partners founded Kovitz Investment Group to continue providing asset management services and solutions to high net worth individuals and institutions.
Mitchell is a Chartered Financial Analyst (CFA) Charterholder and is licensed with the NASD under Series 4, 7, 24 and 63.
Jonathan A. Shapiro, CFA, MBA – Founder & Principal
Jonathan A. Shapiro graduated from Carleton College in 1986 with a Bachelor of Arts degree in Mathematics. In 1997, he received his MBA degree from the University of Chicago Graduate School of Business with concentrations in finance and accounting. Jonathan has been previously employed as an analyst at Vector Securities from 1997 to 1999 and was a Management Consultant with KPMG and Towers Perrin from 1986 through 1997. In 1999, Jonathan joined Rothschild Investment Corp. as a portfolio manager in the firm's Investment Management Department. In October 2003, Jonathan and his partners founded Kovitz Investment Group to continue providing asset management services and solutions to high net worth individuals and institutions.
Jonathan is a Chartered Financial Analyst (CFA) Chaterholder and is licensed with the NASD under Series 7, 24, 27 and 63.
Marc S. Brenner, JD, CPA – Founder & Principal
Marc received his B.S. in Accounting from the University of Illinois in 1985 , earning recognition on the Bronze Tablet. Subsequently, he received his J.D. from the University of Chicago where he was awarded the Order of the Coif. Marc is a Certified Public Accountant and was awarded the National Gold Medal in recognition of the highest score in the nation on the May, 1985 CPA examination. Marc has been a partner in the Chicago law firms of Neal, Gerber & Eisenberg, Rosenberg & Liebentritt, and Hopkins & Sutter, specializing in real estate and corporate finance and representing various public and private corporations, partnerships, limited liability companies and individuals. In 2001, Marc joined Rothschild Investment Corp. as a portfolio manager in the firm's Investment Management Department. In October 2003, Marc and his partners founded Kovitz Investment Group to continue providing asset management services and solutions to high net worth individuals and institutions.
Marc is licensed with the NASD under Series 7, 24, 63 and 66.
Bruce A. Weininger, CPA, CFP ® – Principal, Senior Financial Advisor
Bruce received his Bachelor of Science from the University of Illinois in 1986. Prior to joining KIG in 2004, Bruce was a partner at Deloitte, LLP, leading their Midwest financial planning practice. He has been named “Top 100 Wealth Advisors” by Worth magazine three years in a row. He has spent more than 15 years providing comprehensive financial planning advice to senior corporate executives and other high net worth individuals and families. Bruce has been the primary source of financial advice to more than a dozen Fortune 500 Chief Executive Officers and Chief Financial Officers, among other high net worth individuals and families and has spoken at national conferences on wealth planning topics. His work has been published in the Journal for Financial Planning and he has guest lectured at the University of Illinois. Bruce has been quoted extensively locally in the Chicago Tribune and Chicago Sun-Times and, nationally, has been quoted in Business Week. He has also been a guest on CNN Financial Network.
Bruce is a Certified Financial Planner ™ Professional and is licensed with the NASD under Series 7,24 and 63.
Harold (Skip)Gianopulos, Jr., JD, CFP ® - Principal, Senior Financial Advisor
Prior to joining KIG in 2005, Skip was a Senior Vice President of Harris Trust & Savings Bank in Chicago. In his most recent position at Harris he was the Managing Director of the Wealth Management Group in Barrington. Prior to joining Harris, Skip co-founded a successful fee-based investment advisory firm located in the Northwest Suburbs of Chicago. Skip graduated from Taylor University with a Bachelor of Science in Business Administration and Computer Information Systems Analysis. He received his Law Degree (J.D.) and Masters in Taxation (LL.M.) from The John Marshall Law School in Chicago. Skip has been featured in Worth Magazine as one of the top financial advisors in the country and has focused his entire career counseling high net worth individuals in all areas of wealth management. He was also named by Consumers Research Council of America as one of “America's Best Financial Planners”. He is a published author and speaker on various wealth management strategies. Skip is a Certified Financial Planner ™ Professional and is licensed with the NASD under Series 7, 24 and 63.