Directory
Principals | |||
| Mitchell A. Kovitz, CFA, CPA Founder & Principal, Portfolio Manager | T 312.334.7301 | mkovitz@kovitzinvestment.com | |
| Marc S. Brenner, JD, CPA Founder & Principal, President | T 312.334.7302 | mbrenner@kovitzinvestment.com | |
| Jonathan A. Shapiro, MBA, CFA Founder & Principal, Portfolio Manager | T 312.334.7324 | jshapiro@kovitzinvestment.com | |
| Bruce A. Weininger, CPA, CFP® Principal, Senior Financial Advisor | T 312.334.7334 | bweininger@kovitzinvestment.com | |
| Harold (Skip) Gianopulos, Jr., JD, CFP® Principal, Senior Financial Advisor | T 312.334.7303 | sgianopulos@kovitzinvestment.com | |
| Theodore J. Rupp, MBA Principal | T 312.334.7317 | trupp@kovitzinvestment.com | |
Financial Advisors | |||
| Andrea R. Cohen, CFP® Managing Director, Senior Financial Advisor | T 312.334.7312 | acohen@kovitzinvestment.com | |
| Sanford Kovitz, JD, MBA Senior Portfolio Manager | T 312.334.7352 | skovitz@kovitzinvestment.com | |
| Mary E. Anderson, MA, MBA Senior Financial Advisor | T 312.334.7355 | manderson@kovitzinvestment.com | |
| Jenny P. Boyke, MAS, CPA Senior Financial Advisor | T 312.334.7316 | jboyke@kovitzinvestment.com | |
| John J. Conway, CRPC® Senior Financial Advisor | T 312.334.7343 | jconway@kovitzinvestment.com | |
| Edward W. Edens, MBA, CFP® Senior Financial Advisor | T 312.334.7333 | eedens@kovitzinvestment.com | |
| John H. Erickson, MBA Senior Financial Advisor | T 312.334.7315 | jerickson@kovitzinvestment.com | |
| Amanda L. Falkum, CFP® Senior Financial Advisor | T 312.334.7351 | afalkum@kovitzinvestment.com | |
| Deborah A. Hopkins, MBA, CFP® Senior Financial Advisor | T 312.334.7325 | dhopkins@kovitzinvestment.com | |
| Peter M. Rudman Director - Business Development | T 312.334.7327 | prudman@kovitzinvestment.com | |
| Michael J. Fenger Director - Taft Hartley Client Services | T 312.334.7346 | mfenger@kovitzinvestment.com | |
| Ruth A. Fiorentino, CFP® Financial Advisor | T 312.334.7313 | rfiorentino@kovitzinvestment.com | |
| Catherine A. Flanagan Financial Advisor | T 312.334.7328 | kflanagan@kovitzinvestment.com | |
| Kate E. Jonynas Financial Advisor | T 312.334.7309 | kjonynas@kovitzinvestment.com | |
Administrative Client Services | |||
| Lori Cullina Executive Assistant | T 312.334.7332 | lcullina@kovitzinvestment.com | |
| Barbara A. Shafer Executive Assistant | T 312.334.7306 | bshafer@kovitzinvestment.com | |
| Michaelene J. Watson Executive Assistant | T 312.334.7326 | mwatson@kovitzinvestment.com | |
| Susan M. Herrick Assistant Portfolio Manager | T 312.334.7353 | sherrick@kovitzinvestment.com | |
| Dorothy J. Miyazaki New Account Administrator | T 312.334.7314 | dmiyazaki@kovitzinvestment.com | |
| Maria C. Brumbach Administrative Assistant | T 312.334.7321 | mbrumbach@kovitzinvestment.com | |
Equity Trading and Analysis | |||
| Mark C. Rosland Director - Hedge Fund Operations/Trading | T 312.334.7322 | mrosland@kovitzinvestment.com | |
| Joel D. Hirsh, CFA Portfolio Manager | T 312.334.7307 | jhirsh@kovitzinvestment.com | |
| Patrick D. Walsh Portfolio Manager | T 312.334.7329 | pwalsh@kovitzinvestment.com | |
| Matthew R. Wieneke Operations Associate | T 312.334.7344 | mwieneke@kovitzinvestment.com | |
Fixed Income Trading and Analysis | |||
| Richard P. Salerno Director - Fixed Income | T 312.334.7304 | rsalerno@kovitzinvestment.com | |
| Jason M. Petitte, CFA Assistant Director - Fixed Income | T 312.334.7342 | jpetitte@kovitzinvestment.com | |
| Mark C. Ott, Jr. Trader | T 312.334.7358 | mott@kovitzinvestment.com | |
Operations | |||
| Catherine J. Stronczek Operations Manager | T 312.334.7367 | cstronczek@kovitzinvestment.com | |
| Steven E. Hengst Chief Compliance Officer | T 312.334.7337 | shengst@kovitzinvestment.com | |
| Patrick B. Wiese Senior Associate | T 312.334.7305 | pwiese@kovitzinvestment.com | |
| Brad L. Teitel Operations Associate | T 312.334.7330 | bteitel@kovitzinvestment.com | |
| Carin L. Nesbitt Portfolio Administrator | T 312.334.7318 | cnesbitt@kovitzinvestment.com | |
| Bill Pappas Associate - Kovitz Private Holdings | T 312.334.7339 | bpappas@kovitzinvestment.com | |
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Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service 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.
