Kendall joined Kovitz in 2020 as a Wealth Advisor. As the lead advisor, Kendall partners with senior advisors to provide clients and their families with comprehensive wealth management and financial planning advice. Previously, Kendall was a Financial Planner at Ayco, a Goldman Sachs Company, where she focused on tax and financial planning for high net worth families and corporate executives. Kendall earned her Bachelors of Science in Business in Finance at DePaul University. She is a CFA Charterholder and member of the CFA Society of Chicago.
Kendall Navin
Senior Wealth Advisor
Kovitz
United States, Illinois, Chicago
About Me
Profile Information
Senior Wealth Advisor
Kovitz
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
May 31, 2025
More profiles to browse
Jonathan Shapiro
Principal, Founder, Investment Team Member
Jonathan Smith
Wealth Advisor
JR
Jason R. Clark
Principal, Portfolio Manager
Carolyn Raden
Principal, Chief Financial Officer
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana
PM
Prtima MISHRA1
Software Engineer
PA TEST