CoverProfile

Pete Crowell

Senior Wealth Advisor

Kovitz

United States, Illinois, Chicago

About Me

Pete delivers comprehensive financial planning advice to individuals and families. He joined Kovitz in 2019 after serving in a variety of roles over 14 years at The Northern Trust Company (Chicago, IL ) and Commerce Bank (Kansas City, MO). Pete earned a Bachelor of Science degree from Moody Bible Institute and a Master of Business Administration from the University of Missouri - Kansas City. Pete is a Certified Financial Planner professional.

Profile Information

Senior Wealth Advisor

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 28, 2024

More profiles to browse

Profile Photo
John E. Roessler
Senior Financial Planner
RB
Robert Burnstine
Portfolio Manager
Profile Photo
Jonathan Shapiro
Principal, Founder, Investment Team Member
Profile Photo
Joel Hunter
Wealth Advisor and Associate Financial Advisor

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth