Jesse Lewis Stumpf

Analyst-Festverzinsliche Wertpapiere bei Kovitz Investment Group Partners LLC

Finance

Consumer Services

Aktive Positionen von Jesse Lewis Stumpf

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-Festverzinsliche Wertpapiere	01.01.2016	-
	Head-Fixed Income Invts	01.01.2016	-
	Portfolio Manager-Fixed Income	01.01.2016	-
	Trading-Fixed Income	01.01.2016	-

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	01.07.2012	01.01.2016
	Analyst-Festverzinsliche Wertpapiere	01.07.2012	01.01.2016
	Trading-Equity	01.07.2012	01.01.2016
	Portfolio Manager-Aktien	01.07.2012	01.01.2016
	Portfolio Manager-Fixed Income	01.07.2012	01.01.2016
	Trading-Fixed Income	01.07.2012	01.01.2016

University of Illinois

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Fixed Income	2
Portfolio Manager-Fixed Income	2
Trading-Fixed Income	2

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
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
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

Private Unternehmen

Finance