Kovitz
Beth Kaufman has extensive experience in tax management, currently serving as Tax Manager at Kovitz since November 2021. Prior to this role, Beth held various positions at Shepard Schwartz & Harris LLP from December 2009 to October 2021, including Manager and Supervisor. Earlier in their career, Beth gained foundational experience as a Staff member at DePaul University from 2005 to 2009. Beth Kaufman earned a degree from DePaul University during the same period.
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.