Mark Charles Ott
Analyst-Festverzinsliche Wertpapiere bei Kovitz Investment Group Partners LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jesse Lewis Stumpf | M | - |
Kovitz Investment Group LLC
 Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois.
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
University of Illinois
| 17 Jahre |
| Mitch Kovitz | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 21 Jahre |
| Jon Shapiro | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 21 Jahre |
| Mark Christopher Rosland | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 21 Jahre |
| Joel Davidson Hirsh | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 18 Jahre |
| Jason Clark | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 6 Jahre |
| John Buckingham | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 6 Jahre |
| Jason Michael Petitte | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 19 Jahre |
| Alfred P. Bowles | M | - |
US Air Force
| 16 Jahre |
| Jason A. Castillo | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 6 Jahre |
| Alonso Serrano | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 2 Jahre |
| Phyllis Mary Wise | M | 79 |
University of Illinois
| 13 Jahre |
| Christopher Harbourt | M | - |
University of Illinois
| 15 Jahre |
| Chris Quigley | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 6 Jahre |
| Jack Lawrence Newman | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 1 Jahre |
| Bryan Jeffrey Schimel | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | - |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Rich Salerno | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 17 Jahre |
| Marc Brenner | M | - |
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | 13 Jahre |
| Carol Curtis | F | - |
University of Illinois
| 8 Jahre |
| Scott R. Schaper | M | - |
University of Illinois
| 5 Jahre |
| Bryan Langsam Engler | M | 40 |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 5 Jahre |
| Bob Burnstine | M | - |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | 6 Jahre |
| Brad Johnson | M | - |
University of Illinois
| 5 Jahre |
| Daniel Kirmse | M | - |
University of Illinois
| 5 Jahre |
| Vesna Tosic | M | - |
University of Illinois
| 4 Jahre |
| Joshua J. Miller | M | - |
University of Illinois
| 4 Jahre |
| Mattie Whipple | F | - |
University of Illinois
| 2 Jahre |
| Peter Alonso | M | - |
University of Illinois
| 5 Jahre |
| Marnie Georges | F | - |
University of Illinois
| 5 Jahre |
| Jason Szuminski | M | - |
US Air Force
| 11 Jahre |
| Vikram Chaudhery | M | 37 |
University of Illinois
| 6 Jahre |
| Courtney Schumacher | F | - |
University of Illinois
| 5 Jahre |
| Jacob Stoiber | M | - |
University of Illinois
| 5 Jahre |
| Shoaib Haroon | M | - |
University of Illinois
| 4 Jahre |
| Pranav Singhvi | M | - |
University of Illinois
| 4 Jahre |
| Brian Lorber | M | - |
University of Illinois
| 5 Jahre |
| Robert Czupryna | M | - |
University of Illinois
| 5 Jahre |
| Dave Jay | M | - |
University of Illinois
| 4 Jahre |
| Durmus Ali Kuzu | M | - |
University of Illinois
| 2 Jahre |
| Min-Sik Shin | M | - |
University of Illinois
| 4 Jahre |
| Courtney Owens | F | - |
University of Illinois
| 4 Jahre |
| Daniel Quintana | M | - |
University of Illinois
| 4 Jahre |
| Chandana Jasti | F | - |
University of Illinois
| 5 Jahre |
| Kendra Gardiner | F | - |
University of Illinois
| 2 Jahre |
| Coan Brandon | M | - |
University of Illinois
| 4 Jahre |
| Yalçin Yüksel | M | - |
University of Illinois
| 1 Jahre |
| Scott Vandermeer | M | 38 |
University of Illinois
| 3 Jahre |
| Olivia Yam | F | - |
University of Illinois
| 4 Jahre |
| Alexander Dardi | M | - |
University of Illinois
| 4 Jahre |
| Brett Anderson | M | - |
University of Illinois
| 4 Jahre |
| Katerina Hanackova | F | - |
University of Illinois
| 4 Jahre |
| Shrijay Vijayan | M | 57 |
University of Illinois
| 5 Jahre |
| James Roy Villareal | M | 45 |
University of Illinois
| 4 Jahre |
| Donnacha O’Sullivan | M | - |
University of Illinois
| 4 Jahre |
| Michael Zhong | M | - |
University of Illinois
| 4 Jahre |
| Debkumar De | M | - |
University of Illinois
| 2 Jahre |
| Ronald Rascia | M | - |
University of Illinois
| 4 Jahre |
| Xiaoxiao Shi | M | - |
University of Illinois
| 3 Jahre |
| Dominique Harrison | M | - |
University of Illinois
| 4 Jahre |
| David Allspach | M | - |
University of Illinois
| 4 Jahre |
| Jade Bellcourt | F | - |
University of Illinois
| 4 Jahre |
| Lena Pugh | F | - |
University of Illinois
| - |
| Jacob Segil | M | - |
University of Illinois
| 5 Jahre |
| Parthiv Varadarajan | M | - |
University of Illinois
| 4 Jahre |
| Christopher Kennedy | M | 60 |
University of Illinois
| 6 Jahre |
| Ariel R. Johnson | M | - |
University of Illinois
| 3 Jahre |
| John P. Mounce | M | - |
University of Illinois
| 3 Jahre |
| Mike R. Wilson | M | - |
University of Illinois
| 3 Jahre |
| Jonathan Goh | M | - |
University of Illinois
| 4 Jahre |
| Jeff Vranek | M | - |
University of Illinois
| 4 Jahre |
| Jeremy A. Graczyk | M | - |
University of Illinois
| 4 Jahre |
| Ben Rebecca | M | - |
University of Illinois
| 4 Jahre |
| Jawwad A. Akhtar | M | - |
University of Illinois
| 4 Jahre |
| Momei Qu | F | - |
University of Illinois
| 4 Jahre |
| Joshua Berman | M | - |
University of Illinois
| 4 Jahre |
| Rahul S. Bhangare | M | - |
University of Illinois
| 4 Jahre |
| Stephen T. Kaplan | M | - |
University of Illinois
| 4 Jahre |
| Monty Cornell | M | - |
University of Illinois
| 3 Jahre |
| Gleb Zarkh | M | - |
University of Illinois
| 4 Jahre |
| Harsh P. Patel | M | - |
University of Illinois
| 5 Jahre |
| Ronald Guenther | M | 78 |
University of Illinois
| 19 Jahre |
| Adam Warner Kass | M | - |
University of Illinois
| 3 Jahre |
| Jeremy Smith | M | - |
University of Illinois
| 4 Jahre |
| Tom Bakas | M | - |
University of Illinois
| 4 Jahre |
| Omar Khudeira | M | - |
University of Illinois
| 4 Jahre |
| Andre Ilunga | M | - |
University of Illinois
| 2 Jahre |
| Patrick Riggio | M | - |
University of Illinois
| 4 Jahre |
| Charlie Penicook | M | - |
University of Illinois
| 4 Jahre |
| Justin Marku | M | - |
University of Illinois
| 4 Jahre |
| Cramer Soebbing | M | - |
University of Illinois
| 4 Jahre |
| Ryan Hoffman | M | - |
University of Illinois
| 4 Jahre |
| Matt Lemenager | M | - |
University of Illinois
| 4 Jahre |
| Tony DiGirolamo | M | - |
University of Illinois
| 4 Jahre |
| Waseem Barazi | M | - |
University of Illinois
| 4 Jahre |
| Allen Yan | M | - |
University of Illinois
| 1 Jahre |
| Catherine Lien | F | - |
University of Illinois
| 4 Jahre |
| Anuj Aggarwal | M | - |
University of Illinois
| 4 Jahre |
| Andrew Brunks | M | - |
University of Illinois
| 4 Jahre |
| Max Salk | M | - |
University of Illinois
| 4 Jahre |
| John Saunders | M | - |
University of Illinois
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Mark Charles Ott
- Persönliches Netzwerk
