What departments does Kovitz have?

Kovitz has employees across 7 departments including Finance, Operations, Human Resources, Banking, Recruiting.

What is the largest department at Kovitz?

The largest department at Kovitz is Finance with 2 employees.

Where are Kovitz employees located globally?

Kovitz has employees across 4 continents and 6 countries including Malaysia, India, France, United States Of America, Trinidad And Tobago.

How has Kovitz's team size changed over time?

Kovitz's team has decreased from approximately 131 to 66 employees based on available data.

Kovitz Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Kovitz is a financial services firm that connects high net worth individuals, institutions, and financial professionals to customized asset management and advisory strategies. The firm emphasizes long-term investment solutions grounded in its own stringent research. It treats financial planning and wealth management as active processes, working with clients to identify and implement decisions that align with their needs. Kovitz Investment Group Partners, LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser and provides investment management services to individual and institutional clients.

Based in Chicago, Illinois, Kovitz operates within the financial services industry with a focus on asset management and advisory services for a diverse client base. It is a mid-sized firm that maintains regulatory documents and other governance materials on its website to support its compliance posture.

Kovitz Global Highlights

North America
103

United States Of America
102
Trinidad And Tobago
1

Asia
4

India
3
Malaysia
1

Europe
1

France
1

South America
1

Peru
1

Kovitz's Leadership

E. E.
Managing Director And Senior Financial Advisor
Mobile Phone
Email
M. J. F.
Director - Taft Hartley Client Services
Mobile Phone
Email
G. C.
Manager, Municipal Investments & Business Operations
Mobile Phone
Email
J. C.
Human Resources Manager
Mobile Phone
Email
E. E.
Principal; Senior Financial Advisor
Mobile Phone
Email
E. E.
Principal
Mobile Phone
Email
J. B.
Senior Financial Advisor
Mobile Phone
Email
M. K.
Principal
Mobile Phone
Email

Kovitz Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Finance
Business Development
Human Resources
Other
Legal
Consultant

Contact profiles from Kovitz

Name

Title

Contact Info

Location

Last Update

E. E.
Managing Director And Senior Financial Advisor
Mobile Phone
Email
M. J. F.
Director - Taft Hartley Client Services
Mobile Phone
Email
May 08, 2026
G. C.
Manager, Municipal Investments & Business Operations
Mobile Phone
Email
Oct 22, 2024
J. C.
Human Resources Manager
Mobile Phone
Email
Oct 22, 2024
E. E.
Principal; Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
E. E.
Principal
Mobile Phone
Email
Oct 16, 2024
J. B.
Senior Financial Advisor
Mobile Phone
Email
Trinidad and Tobago
Jun 08, 2026
M. K.
Principal
Mobile Phone
Email
Oct 22, 2024
D. D. C.
Financial Advisor
Mobile Phone
Email
Aug 03, 2024
D. S.
Talent Acquisition
Mobile Phone
Email
Oct 22, 2025

Frequently Asked Questions

What is Kovitz known for?

Kovitz was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-312-334-****

. Explore Kovitz's company overview page for more information.

What is Kovitz's most common email format?

Kovitz employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kovitz email formats with LeadIQ.

How many employees does Kovitz have currently?

Kovitz has approximately 56 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Kovitz's key employees and leadership?

As of July 2026, Kovitz's key employees include:

Managing Director And Senior Financial Advisor: E. E.
Director - Taft Hartley Client Services: M. J. F.
Manager, Municipal Investments & Business Operations: G. C.
Human Resources Manager: J. C.
Principal; Senior Financial Advisor: E. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Kovitz Employee Directory

Find Kovitz employees' phone numbers or email addresses

Name search is limited — try advanced search instead