CoverProfile

Jonathan Shapiro

Principal, Founder, Investment Team Member

Kovitz

United States, Illinois, Chicago

About Me

In October 2003, Jon and his partners founded Kovitz to provide asset management services and solutions to high net worth individuals and institutions. Jon serves as a member of the investment team in Chicago. Kovitz applies the investment methodology pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to founding Kovitz, Jon joined Rothschild Investment Corporation in 1999 as a Portfolio Manager in the firm's Investment Management Department. Jon was previously employed as an Analyst at Vector Securities from 1997 to 1999, and a Management Consultant with KPMG and Towers Perrin from 1986 through 1997. He has been frequently featured in Crain’s C

View more

Profile Information

Principal, Founder, Investment Team Member

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Sep 5, 2024

More profiles to browse

JS
Jesse Stumpf
Principal, Director - Fixed Income
LG
Len Gryn
Partner and Principal
Profile Photo
Kendall Navin
Senior Wealth Advisor
JR
Jason R. Clark
Principal, Portfolio Manager

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC