Contact
Directory

Investment Management


Mitchell A. Kovitz, CFA, CPA Founder & Principal, Portfolio Manager

T 312.334.7301 |

Jonathan A. Shapiro, MBA, CFA Founder & Principal, Portfolio Manager

T 312.334.7324 |

John Buckingham Chief Investment Officer – AFAM Division, Editor, The Prudent Speculator

T 949.715.3249 |

Joel D. Hirsh, CFA Principal, Portfolio Manager

T 312.334.7307 |

Mark C. Rosland Principal, Investment Committee Member

T 312.334.7322 |

Jason R. Clark, CFA Principal, Portfolio Manager

T 949.424.1013|

Jason M. Petitte, CFA Principal, Equity Research

T 312.334.7311 |

Bryan Engler, CFA Senior Equity Analyst

T 312.334.7342 |

Robert S. Burnstine, JD Portfolio Manager

T 312.334.7362 |

William W. Lee Director - Institutional Sales

T 312.334.7335 |

Christopher D. Taylor Director of Sales - TPS

T 512.600.1820 |

Jesse L. Stumpf, CFA Director – Fixed Income

T 312.334.7320 |

Jason A. Castillo Fixed Income Trading & Operations Analyst

T 312.334.7350 |

Mark C. Ott, Jr. Fixed Income Investment & Operations Analyst

T 312.334.7358 |

Christopher A. Quigley Senior Research Analyst

T 949.540.7319|

James A. Nudera Trading and Operations Analyst

T 312.334.7344 |

Richard P. Salerno Fixed Income Trader

T 312.334.7304 |

Wealth Management


Bruce A. Weininger, CPA, CFP® Principal, Senior Financial Advisor

T 312.334.7334 |

Harold (Skip) Gianopulos, Jr., JD, CFP® Principal, Senior Financial Advisor

T 312.334.7303 |

Edward W. Edens, MBA, CFP® Principal, Senior Financial Advisor

T 312.334.7333 |

Leonard S. Gryn, CPA Principal

T 312.334.7360 |

Jenny P. Boyke, MAS, CPA, CFP® Principal, Senior Financial Advisor

T 312.334.7316 |

Amanda L. Falkum, CFP® Principal, Senior Financial Advisor

T 312.334.7351 |

Mary E. Anderson, MA, MBA Senior Financial Advisor

T 312.334.7355 |

David A. Castro, CFP® Senior Financial Advisor

T 312.334.7361 |

John J. Conway, CRPC® Senior Financial Advisor

T 312.334.7343 |

Deborah A. Hopkins, MBA, CFP® Senior Financial Advisor

T 312.334.7325 |

Kate E. Jonynas, CFP® Senior Financial Advisor

T 312.334.7309 |

Bradford P. Madison, MBA, CFP®, CTFA Senior Financial Advisor

T 312.334.7347 |

Christopher J. Nicholson, CFP® Senior Financial Advisor

T 312.334.7319 |

Jack Nicholson, MBA, CFP® Senior Financial Advisor

T 312.334.7323 |

Melissa Mabley Martin, MBA, CFP® Senior Financial Planner

T 312.334.7328 |

John E. Roessler, CPA, CFP® Senior Financial Planner

T 312.334.7365 |

Michael J. Fenger Director - Taft Hartley Client Services

T 312.334.7346 |

G. Scott Brown Financial Advisor

T 312.334.7329 |

Mitchell P. Hamer Financial Advisor

T 312.334.7330 |

Joel M. Hunter, CFP® Financial Advisor

T 312.334.7357 |

Eric S. Vernsten, JD, MBA, CFP® Financial Advisor

T 312.334.7348 |

Paul M. Gorynski Associate Financial Advisor

T 312. 334.7345 |

Cara J. Haselrig Associate Financial Advisor

T 312.334.7331 |

Tammy L. Alfaro Client Service Associate

T 312.334.7363 |

Lori Cullina Client Service Associate

T 312.334.7332 |

Deborah L. Stevenson Client Service Associate

T 312.334.7341 |

Lorita Walker-Durley Client Service Associate

T 312.334.7366 |

Michaelene J. Watson Client Service Associate

T 312.334.7326 |

Rachel M. Gray New Accounts Administrator

T 312.334.7314 |

Maria C. Brumbach Administrative Assistant

T 312.334.7321 |

Marc S. Brenner, JD, CPA Founder & Principal, Vice Chairman, President – Kovitz Real Estate

T 312.334.7302 |

Finance & Operations


Theodore J. Rupp, MBA Co-President, Principal

T 312.334.7317 |

Robert A. Contreras, JD Co-President, Principal & General Counsel

T 312.334.7338 |

Patrick B. Wiese Principal, Chief Operating Officer

T 312.334.7305 |

Carolyn E. Raden, CPA Chief Financial Officer

T 312.334.7336 |

Catherine J. Smith, MBA Senior Vice President – Operations

T 312.334.7367 |

Eric R. Hare Director of Business Development

T 949.540.7309 |

Steven E. Hengst Chief Compliance Officer

T 312.334.7337 |

Faith-Ann N. Chen Compliance Specialist

T 312.334.7340 |

Jessica R. Cunnick, PHR Human Resources Manager

T 312.334.7354 |

Carin L. Nesbitt Portfolio Administrator

T 312.334.7318 |

Merilou Bury Operations Associate

T 312.334.7349 |

Andrew J. Miller, MBA Operations Associate

T 949.540.7312 |

Daniel N. Funkhouser, CPA Senior Accountant

T 312.334.7364 |

Lata Nair Senior Accountant

T 949.540.7307 |

Sreeruppa Dey Accounting and Human Resources Assistant

T 312.334.7352 |

Ellyn Gallagher Executive Assistant

T 312.334.7312 |

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