Joel serves as Principal and Co-Chief Investment Officer of the Kovitz investment team in Chicago. In this role, Joel is a voting portfolio manager, overseeing the equity research process, as well as developing portfolio construction for the firm’s Core Equity and Hedged Equity strategies. He also serves as a member of the firm’s Fiduciary Board supervising daily operations and business strategy implementation. As a member of the Kovitz executive team, Joel has been instrumental in the development of the firm’s long-range strategic planning and in leading the hiring of investment personnel. As a firm, Kovitz applies the valued-based investment methodology pioneered by Benjamin Graham and