Alyssa Tacconelli

Alyssa joined Kovitz in 2024 as a Wealth Management Associate. In this role, Alyssa is responsible for supporting the lead advisors of the Orange County team by executing a broad range of technical, client management, and client service support tasks, while also engaging in ongoing learning and development.

Before joining Kovitz, Alyssa earned a bachelor’s degree in finance from San Diego State University. She then gained valuable experience at Edward Jones, where she honed her skills in finance and client management. Outside of the office, Alyssa enjoys cooking, exercising, and spending time with friends and family.