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Chris Nicholson

Principal, Senior Wealth Advisor, Director - Wealth Management and Senior Financial Advisor

Kovitz

United States, Illinois, Chicago

About Me

Chris delivers a variety of financial planning services to Kovitz’s clients, including retirement modeling, tax planning, portfolio construction and estate plan review. Prior to joining Kovitz in 2014, Chris was a Financial Planning Associate at JMG Financial Group, Ltd., where he focused on the development and implementation of comprehensive financial plans for high net worth clients. In 2008, he received a Bachelor of Science in Finance with a minor in Spanish Language from the University of Iowa. Chris has been a Certified Financial Planner since 2013. He is also a member of the Financial Planning Association, Chicago Estate Planning Council and Milwaukee Estate Planning Forum. Chris l

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Profile Information

Principal, Senior Wealth Advisor, Director - Wealth Management and Senior Financial Advisor

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 2, 2024

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