Investment advisory and wealth management firm recognized on distinguished annual list

CHICAGO, April 9, 2021 -- Kovitz, an independently-managed investment advisory and wealth management firm based in Chicago, today announced it has been named one of Crain’s 2021 Best Places to Work in Chicago.

The Best Places to Work list is a survey conducted by Best Companies Group for Crain’s Chicago Business. The simple, yet thorough, company assessment is designed to gather detailed information from both employers and employees. Thousands of employees from the Chicago area were surveyed on working conditions, benefits and corporate culture that make a company a great place to work.

Of the 100 companies selected to this year’s list, Kovitz ranked #23 based on size and #37 overall.

“Being named one of the Best Places to Work in Chicago affirms our dedication to fostering a positive company culture where all are welcomed, supported and able to reach their full potential. We are proud to be recognized on such a prestigious list and I am excited to celebrate this honor with our dedicated team.”

Mitch Kovitz, Founder and Principal of Kovitz

Kovitz recently relocated its headquarters within Chicago’s iconic Loop as part of its strategic growth initiative. This move was designed to provide a more modern space with first-class amenities to help sustain a more collaborative work environment for the team.

To be considered for participation, companies had to:

• Be a publicly or privately held business
• Be a for-profit or not-for-profit business, or government entity
• Have a facility in the Chicago area (including the counties of Cook, DuPage, Kane, Lake in Illinois, Lake in Indiana, McHenry or Will)
• Have a minimum of 25 full-time or part-time employees working in Chicago
• Have been in business a minimum of one year

About Kovitz

Kovitz is an independently-managed, registered investment adviser, founded in 2003. Based in Chicago, Ill., with offices in Madison, Wis., and Orange County, Calif., Kovitz connects high-net-worth individuals, institutions and financial professionals to sound asset management and financial advisory strategies. The firm manages nearly $6 billion in client assets.

The annual Crain’s Best Places to Work in Chicago list is determined by a two-step process. The first step consisted of evaluating each participating company’s workplace policies, practices and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of employee surveys aimed at assessing the experiences and attitudes of individual employees with respect to their workplace. This part was worth approximately 75% of the total evaluation. The combined scores determined the best companies and the final ranking. Best Companies Group managed the overall registration and survey process and analyzed the data and used its expertise to determine the final ranking.