Jason Michael Petitte
Analyst-Equity bei Kovitz Investment Group Partners LLC
Aktive Positionen von Jason Michael Petitte
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. | Analyst-Equity | 01.01.2016 | - |
Karriereverlauf von Jason Michael Petitte
Ehemalige bekannte Positionen von Jason Michael Petitte
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Analyst-Equity | 01.01.2005 | 01.01.2016 |
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Corporate Officer/Principal | 31.12.2004 | 31.12.2004 |
Ausbildung von Jason Michael Petitte
DePaul University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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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. | Finance |
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Finance |
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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