Joel CFA

Co-Chief Investment Officer at Kovitz - Chicago, Illinois, US

Joel CFA's Colleagues at Kovitz
Catherine Smith

vice president - operations

Contact Catherine Smith

Jessica Cunnick

Vice President of Human Resources

Contact Jessica Cunnick

William Lee

director institutional sales

Contact William Lee

Cfpa Ed Edens

managing director and senior financial advisor

Contact Cfpa Ed Edens

View All Joel CFA's Colleagues
Joel CFA's Contact Details
HQ
(312) 334-7300
Location
Company
Kovitz
Joel CFA's Company Details
Kovitz logo, Kovitz contact details

Kovitz

Chicago, Illinois, US • 131 Employees
Investment Bank/Securities Brokerage

Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $20 billion in assets (as of 6/30/24). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients. Regulatory Documents: https://www.kovitz.com/regulatory-documents

Wealth Management Solutions Asset Management Financial Planning Investment Advisory Services Wealth Management Guidance Investment Management Services
Details about Kovitz
Frequently Asked Questions about Joel CFA
Joel CFA currently works for Kovitz.
Joel CFA's role at Kovitz is Co-Chief Investment Officer.
Joel CFA's email address is ***@kovitz.com. To view Joel CFA's full email address, please signup to ConnectPlex.
Joel CFA works in the Investment Bank/Securities Brokerage industry.
Joel CFA's phone number is ["3128606083"]
See more information about Joel CFA