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
Jonathan Shapiro
Principal, Founder, Investment Team Member
Kovitz
United States, Illinois, Chicago
About Me
Profile Information
Principal, Founder, Investment Team Member
Kovitz
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Sep 5, 2024
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