Directory

Principals

Mitchell A. Kovitz, CFA, CPA
Founder & Principal, Portfolio Manager		T 312.334.7301mkovitz@kovitzinvestment.com
Marc S. Brenner, JD, CPA
Founder & Principal, President		T 312.334.7302mbrenner@kovitzinvestment.com
Jonathan A. Shapiro, MBA, CFA
Founder & Principal, Portfolio Manager		T 312.334.7324jshapiro@kovitzinvestment.com
Bruce A. Weininger, CPA, CFP®
Principal, Senior Financial Advisor		T 312.334.7334bweininger@kovitzinvestment.com
Harold (Skip) Gianopulos, Jr., JD, CFP®
Principal, Senior Financial Advisor		T 312.334.7303sgianopulos@kovitzinvestment.com
Theodore J. Rupp, MBA
Principal		T 312.334.7317trupp@kovitzinvestment.com
 

Managing Directors

Andrea R. Cohen, CFP®
Managing Director, Senior Financial Advisor		T 312.334.7312acohen@kovitzinvestment.com
Edward W. Edens, MBA, CFP®
Managing Director, Senior Financial Advisor		T 312.334.7333eedens@kovitzinvestment.com
 

Financial Advisors

Mary E. Anderson, MA, MBA
Senior Financial Advisor		T 312.334.7355manderson@kovitzinvestment.com
Jenny P. Boyke, MAS, CPA, CFP®
Senior Financial Advisor		T 312.334.7316jboyke@kovitzinvestment.com
John H. Erickson, MBA
Senior Financial Advisor		T 312.334.7315jerickson@kovitzinvestment.com
Amanda L. Falkum, CFP®
Senior Financial Advisor		T 312.334.7351afalkum@kovitzinvestment.com
Michael J. Fenger
Director - Taft Hartley Client Services		T 312.334.7346mfenger@kovitzinvestment.com
Ruth Fiorentino Uress, CFP®
Financial Advisor		T 312.334.7313rfiorentino@kovitzinvestment.com
Catherine A. Flanagan
Financial Advisor		T 312.334.7328kflanagan@kovitzinvestment.com
Deborah A. Hopkins, MBA, CFP®
Senior Financial Advisor		T 312.334.7325dhopkins@kovitzinvestment.com
Kate E. Jonynas
Financial Advisor		T 312.334.7309kjonynas@kovitzinvestment.com
Sanford Kovitz, JD, MBA
Senior Portfolio Manager		T 312.334.7352skovitz@kovitzinvestment.com
William W. Lee
Director - Institutional Sales		T 312.334.7335wlee@kovitzinvestment.com
Peter M. Rudman
Director - Business Development		T 312.334.7327prudman@kovitzinvestment.com
Jesse L. Stumpf
Financial Advisor		T 312-334-7320jstumpf@kovitzinvestment.com
 

Administrative Client Services

Maria C. Brumbach
Administrative Assistant		T 312.334.7321mbrumbach@kovitzinvestment.com
Lori Cullina
Executive Assistant		T 312.334.7332lcullina@kovitzinvestment.com
Susan M. Herrick
Assistant Portfolio Manager		T 312.334.7353sherrick@kovitzinvestment.com
Dorothy J. Miyazaki
New Account Administrator		T 312.334.7314dmiyazaki@kovitzinvestment.com
Michaelene J. Watson
Executive Assistant		T 312.334.7326mwatson@kovitzinvestment.com
 

Equity Trading and Analysis

Joel D. Hirsh, CFA
Portfolio Manager		T 312.334.7307jhirsh@kovitzinvestment.com
Mark C. Rosland
Director, Equity Trading and Hedged Equity Strategies		T 312.334.7322mrosland@kovitzinvestment.com
Matthew R. Wieneke
Operations Associate		T 312.334.7344mwieneke@kovitzinvestment.com
 

Fixed Income Trading and Analysis

Mark C. Ott, Jr.
Trader		T 312.334.7358mott@kovitzinvestment.com
Jason M. Petitte, CFA
Assistant Director - Fixed Income		T 312.334.7342jpetitte@kovitzinvestment.com
Richard P. Salerno
Director - Fixed Income		T 312.334.7304rsalerno@kovitzinvestment.com
 

Operations

Robert A. Contreras, JD
General Counsel		T 312.334.7338rcontreras@kovitzinvestment.com
Wendy M. Gugora
Marketing & Public Relations Manager		T 312.334.7336wgugora@kovitzinvestment.com
Marion G. Gwekoh
Compliance Associate		T 312.334.7323mgwekoh@kovitzinvestment.com
Steven E. Hengst
Chief Compliance Officer		T 312.334.7337shengst@kovitzinvestment.com
Carin L. Nesbitt
Portfolio Administrator		T 312.334.7318cnesbitt@kovitzinvestment.com
Amanda Pacult
Human Resources Manager		T 312.334.7354apacult@kovitzinvestment.com
Bill Pappas
Associate - Kovitz Private Holdings		T 312.334.7339bpappas@kovitzinvestment.com
Catherine J. Stronczek
Operations Manager		T 312.334.7367cstronczek@kovitzinvestment.com
Brad L. Teitel
Operations Associate		T 312.334.7330bteitel@kovitzinvestment.com
Patrick B. Wiese
Chief Information Officer		T 312.334.7305pwiese@kovitzinvestment.com
 

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Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service and sound investment selection, while putting clients' interests first. KIG values its trusted advisor position in each client's financial affairs and continually works to earn this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions.