Jesse Lewis Stumpf
Analyst-Festverzinsliche Wertpapiere bei Kovitz Investment Group Partners LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| 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 |
| Mark Charles Ott | 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.
University of Illinois
| 16 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 |
| 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 |
| Terence John Toth | M | 64 |
University of Illinois
| 17 Jahre |
| Dimitri Azar | M | 65 |
University of Illinois
| 18 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 |
| Daniel Kirmse | M | - |
University of Illinois
| 5 Jahre |
| Doug Wesley | M | - |
University of Illinois
| 14 Jahre |
| Vikram Chaudhery | M | 37 |
University of Illinois
| 6 Jahre |
| Courtney Schumacher | F | - |
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 |
| Joshua J. Miller | M | - |
University of Illinois
| 4 Jahre |
| Jacob Stoiber | M | - |
University of Illinois
| 5 Jahre |
| Brad Johnson | M | - |
University of Illinois
| 5 Jahre |
| Scott R. Schaper | M | - |
University of Illinois
| 5 Jahre |
| Brian Lorber | M | - |
University of Illinois
| 5 Jahre |
| Marnie Georges | F | - |
University of Illinois
| 5 Jahre |
| Mattie Whipple | F | - |
University of Illinois
| 2 Jahre |
| Pranav Singhvi | M | - |
University of Illinois
| 4 Jahre |
| Jared William Baker | M | - |
University of Illinois
| 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 |
| Tarun Sanghi | M | - |
University of Illinois
| 8 Jahre |
| Peter Alonso | M | - |
University of Illinois
| 5 Jahre |
| Marta Melar New | M | 44 |
University of Illinois
| 3 Jahre |
| Michael Shenouda | M | - |
University of Illinois
| 4 Jahre |
| Sonam Saggar | F | - |
University of Illinois
| 4 Jahre |
| Xiaoxiao Shi | M | - |
University of Illinois
| 3 Jahre |
| Ronald Rascia | M | - |
University of Illinois
| 4 Jahre |
| Casey Lindbeck | M | - |
University of Illinois
| 4 Jahre |
| Patrick O’Brien | M | - |
University of Illinois
| 4 Jahre |
| Spencer Cohn | M | 37 |
University of Illinois
| 4 Jahre |
| Donnacha O’Sullivan | M | - |
University of Illinois
| 4 Jahre |
| David L. Chicoine | M | 76 |
University of Illinois
| 5 Jahre |
| Jacob Segil | M | - |
University of Illinois
| 5 Jahre |
| Brett Anderson | M | - |
University of Illinois
| 4 Jahre |
| Chandana Jasti | F | - |
University of Illinois
| 5 Jahre |
| Steve Fekety | M | - |
University of Illinois
| 1 Jahre |
| Coan Brandon | M | - |
University of Illinois
| 4 Jahre |
| Adam Szymoniak | M | - |
University of Illinois
| 4 Jahre |
| Patel Mitul | M | - |
University of Illinois
| 4 Jahre |
| Dave Jay | M | - |
University of Illinois
| 4 Jahre |
| Ryan Levy | M | - |
University of Illinois
| 5 Jahre |
| Ali Bennett | F | - |
University of Illinois
| 4 Jahre |
| Shrijay Vijayan | M | 57 |
University of Illinois
| 5 Jahre |
| Dominique Harrison | M | - |
University of Illinois
| 4 Jahre |
| Jade Bellcourt | F | - |
University of Illinois
| 4 Jahre |
| Lena Pugh | F | - |
University of Illinois
| - |
| Scott Conquest | M | - |
University of Illinois
| 2 Jahre |
| Gündogan Durak | M | - |
University of Illinois
| 1 Jahre |
| Mary Parkhill Hunt | F | - |
University of Illinois
| 4 Jahre |
| Jesse Gray | M | - |
University of Illinois
| 4 Jahre |
| James Roy Villareal | M | 45 |
University of Illinois
| 4 Jahre |
| Farooq Abbasi | M | - |
University of Illinois
| 4 Jahre |
| Alexander Dardi | M | - |
University of Illinois
| 4 Jahre |
| Jonathan Soffer | M | - |
University of Illinois
| 4 Jahre |
| Jacek Osowski | M | 47 |
University of Illinois
| 2 Jahre |
| Matthew David van Vliet | M | - |
University of Illinois
| 4 Jahre |
| Pramod Dabir | M | - |
University of Illinois
| 4 Jahre |
| Gleb Zarkh | M | - |
University of Illinois
| 4 Jahre |
| Mike Tian | M | 40 |
University of Illinois
| 4 Jahre |
| Wojciech Marcinczyk | M | - |
University of Illinois
| 2 Jahre |
| Qixiang Sun | M | - |
University of Illinois
| 3 Jahre |
| Rahul S. Bhangare | M | - |
University of Illinois
| 4 Jahre |
| Sharin Valia | M | - |
University of Illinois
| 4 Jahre |
| Tim McHugh | M | - |
University of Illinois
| 3 Jahre |
| Nancy Stahulak | F | - |
University of Illinois
| 2 Jahre |
| Parker Paulin | M | - |
University of Illinois
| 1 Jahre |
| David Loren Kocourek | M | - |
University of Illinois
| 3 Jahre |
| Tianran Yan | M | - |
University of Illinois
| 1 Jahre |
| Jeremy A. Graczyk | M | - |
University of Illinois
| 4 Jahre |
| Momie Qu | F | - |
University of Illinois
| 4 Jahre |
| Jennifer Xu | F | - |
University of Illinois
| 4 Jahre |
| Daniel Quintana | M | - |
University of Illinois
| 4 Jahre |
| Min-Sik Shin | M | - |
University of Illinois
| 4 Jahre |
| Clare Sun | M | - |
University of Illinois
| 3 Jahre |
| Parthiv Varadarajan | M | - |
University of Illinois
| 4 Jahre |
| Cory Levy | M | - |
University of Illinois
| 1 Jahre |
| Jong-Hoon Hong | M | 41 |
University of Illinois
| 4 Jahre |
| Dan Boduch | M | - |
University of Illinois
| 3 Jahre |
| Jeff Vranek | M | - |
University of Illinois
| 4 Jahre |
| Ariel R. Johnson | M | - |
University of Illinois
| 3 Jahre |
| Patrick Riggio | M | - |
University of Illinois
| 4 Jahre |
| Waseem Barazi | M | - |
University of Illinois
| 4 Jahre |
| Anuj Aggarwal | M | - |
University of Illinois
| 4 Jahre |
| Hsin Fang Wu | F | - |
University of Illinois
| 2 Jahre |
| Bilal Zaheer | M | - |
University of Illinois
| 3 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
- Jesse Lewis Stumpf
- Persönliches Netzwerk
