Sanford Kovitz, JD, MBA - Senior Portfolio Manager
Sanford
comes to Kovitz Investment Group with over 40 years experience in the
investment industry. He joins us from Rothschild Investment Corp. where
he was previously an Executive Vice President. Prior to that, Sanford
was a first Vice President and Senior Trust Officer at the Exchange
National Bank of Chicago. Sanford graduated from the University of Illinois
and received his MBA from Northwestern University. He received his JD
from DePaul University.
Edward W. Edens, MBA – Senior Financial Advisor
Ed graduated from Augustana College in Rock Island, IL with a Bachelor of Arts degree in Business Administration and Finance. He received his MBA in Finance from DePaul University in Chicago. Ed had spent over 15 years providing financial advice to and managing investment accounts for individuals, trusts, private foundations, pension and profit sharing plans, non-for-profit organizations and businesses. Prior to joining KIG in 2005, Ed was a Vice President and Senior Portfolio Manager with Wayne Hummer Asset Management Company. In this position, Ed built a new wealth management office in Hinsdale, which he grew to more than $100 million under management. Prior to Wayne Hummer, Ed was a Vice President and Senior Portfolio Manager at Harris Trust & Savings Bank in its Personal Trust Department. Ed is also a published author and speaker on various investment matters.
Mary E. Anderson, MBA, MA – Senior Financial Advisor
Mary graduated with a bachelor’s degree from Marquette University and an MBA from the Carlson School of Management at the University of Minnesota with a concentration in finance. She also earned an MA from the University of Wisconsin – Milwaukee. Mary comes to KIG from Harris Bank where she was Vice President, Senior Portfolio Manager. Mary joined Harris’s Private Bank in 1995 where she specialized in developing asset management programs for large complex trusts and investment relationships. Mary came to the Private Bank from Harris’s Treasury where she was one of the original members of the Risk Management team and later advised corporate and institutional investors. Prior to joining Harris in 1984, Mary worked at Continental Bank’s Investment Department and has 25 years of experience in financial markets.Her primary responsibilities with KIG are the construction and management of client portfolios.
John
H. Erickson, MBA - Senior Financial Advisor
John Erickson received
his Bachelors degree in Business Administration from The University
of Notre Dame, and his MBA from the Kellogg Graduate School of Management.
John joined Kovitz Investment Group in September of 2008. His primary
responsibility is the construction and management of client portfolios,
especially those with income or capital preservation objectives. Prior
to joining Kovitz, John served for eleven years as the Director of Fixed
Income Strategy for LaSalle Bank’s Wealth Management Department.
In that capacity, he set strategy and tactics for bond portfolios within
the Department, and he also managed client portfolios with large fixed
income allocations. Prior to that, John served as the Senior Bond Fund
Manager of First Chicago’s Private Wealth Department where he
managed both the Bank’s municipal bond mutual funds and common
bond funds. In that role, John received three Performance Achievement
awards from Lipper Analytical Services and special recognition from
The American Banking Association for top performance. His career at
First Chicago spanned 17 years, all within the Private Wealth Management
Department.
Richard P. Salerno – Director – Fixed Income
Rich brings twenty years of fixed income experience to KIG. He has a Bachelor of Science degree in Business Administration from Lewis University. Prior to joining KIG, he was the primary fixed income specialist at Rothschild Investment Corp. Rich has also worked for Howe Barnes Investments and Gruntal & Co. in their fixed income divisions. While Rich has expertise in all aspects of fixed income investing, he currently focuses on KIG’s bond buying process in which he is able to achieve higher yields for clients through an open bidding process.
John J. Conway, CRPC® - Senior Financial Advisor
John brings twelve years of experience of providing financial advice to high net worth individuals, trusts, private foundations, pension and profit sharing plans, and non-profit organizations. John’s primary responsibilities at Kovitz Investment Group are the construction and ongoing management of client portfolios. Prior to joining Kovitz Group in 2001, John was a financial consultant with the Merrill Lynch Private Client Services Group. At Merrill Lynch, John was part of a corporate services team with a primary focus on financial planning and asset management for high net worth individuals. John recently completed Northwestern University’s School of Continuing Studies certified financial planner course. John attended Winona State University with a specialization in Economics.
Andrea R. Cohen, CFP® - Senior Financial Advisor
Andy earned her Bachelor of Science degree magna cum laude in Finance from the University of Illinois, Urbana-Champaign. She has twenty years experience working with corporate executives and high net worth individuals through her experience in the financial planning and executive compensation fields. Before joining KIG in 2006, Andy was a Second Vice President at Northern Trust in Chicago where she provided comprehensive financial planning services to high net worth families. Prior to Northern Trust, Andy was Vice President of Personal Financial Planning, Inc., a fee based financial planning firm also providing comprehensive financial planning services to high net worth families. Andy served as Director of Executive Compensation and Benefits for Ameritech Corporation, and also consulted on executive compensation issues to other companies in the Chicago area. Andy is a Certified Financial Planner™ Professional.
Jenny P. Simmons, CPA, MA - Senior Financial Advisor
Jenny received her Bachelor of Science in Accounting with a Minor in Finance from Northern Illinois University, graduating summa cum laude. She also earned her Master’s of Accounting Science with an area of specialization in taxation from her alma mater. After taking the CPA examination in 1999, Jenny joined the tax practice of Deloitte & Touche, LLP where she provided comprehensive financial planning advice to senior corporate executives and high net worth individuals and families. In 2005, she joined RSM McGladrey in a similar capacity. Jenny joined KIG in 2007, where she focuses on the maintenance and construction of client portfolios as well as client financial planning needs.
Amanda L. Falkum, CFP® - Senior Financial Advisor
Amanda graduated from the University of Wisconsin-Madison with a Bachelor of Science degree in Personal Finance. Before joining Kovitz Investment Group in 2008, Amanda was a Manager within the Private Client Advisors group at Deloitte & Touche LLP, where she provided comprehensive financial planning and investment consulting services to high net worth individuals and corporate executives. Prior to Deloitte, Amanda worked in a similar capacity within the Personal Financial Counseling group at Ernst & Young, LLP. Amanda is a Certified Financial Planner™ Professional.