![Alonso Serrano](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Alonso Serrano
Trading-Equity bei Kovitz Investment Group Partners LLC
Aktive Positionen von Alonso Serrano
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Trading-Equity | 01.01.2022 | - |
Trading-Fixed Income | 01.01.2022 | - |
Karriereverlauf von Alonso Serrano
Ausbildung von Alonso Serrano
Quinlan School of Business | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Trading-Equity | 1 |
Trading-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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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. | Finance |
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