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

Chris Nicholson
Principal, Senior Wealth Advisor, Director - Wealth Management and Senior Financial Advisor
Kovitz
United States, Illinois, Chicago
About Me
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
More profiles to browse
Jonathan Smith
Wealth Advisor
Debbie Hopkins
Senior Financial Advisor
MH
Mitch Hamer
Wealth Advisor
BW
Bruce Weininger
Principal, Senior Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc