John provides financial advice to high net worth individuals, trusts, private foundations, pension and profit sharing plans, and not-for-profit organizations. Prior to the formation of Kovitz in 2003, John was a financial advisor at Rothschild Investment Corporation and a financial consultant with the Merrill Lynch Private Client Services Group. John earned his CRPC® through the College for Financial Planning in Denver, Colorado and recently completed Northwestern University's School of Continuing Studies Certified Financial Planner™ course. He attended Winona State University and specialized in Economics.