Kovitz
Alejandra Alonso is an experienced tax professional currently serving as a Senior Tax Manager at Kovitz since August 2021. Prior to this role, Alejandra held various positions at Shepard Schwartz & Harris LLP from December 2005 to July 2021, including Tax Manager, Tax Supervisor, Senior Tax Accountant, and Staff Tax Accountant. Alejandra began their career as a Tax Consultant I at Deloitte from September 2004 to October 2005. Academically, Alejandra holds a Master of Science in Taxation from the DePaul Driehaus College of Business, obtained between 2002 and 2004, and a Bachelor of Science in Accounting from DePaul University, completed from 1998 to 2002.
Kovitz
Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $7.68 billion in assets (as of 12/31/23). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.