Kovitz
Bruce Weininger has over 30 years of work experience in various roles and companies. Bruce started their career at Arthur Andersen in 1986 as a Staff/Senior. In 1989, they joined The Ayco Company, L.P. as a Partner and remained there until 2000. Bruce then worked at Deloitte as a Partner from 2000 to 2004. Currently, they are at Kovitz Investment Group as a Principal, where they have been since 2004.
Bruce Weininger attended the University of Illinois Urbana-Champaign from 1982 to 1986, where they obtained a Bachelor of Science (B.S.) degree in Accounting. Bruce has additional certifications as a Certified Financial Planner and a Certified Public Accountant, but no information is provided regarding the institutions or the years in which they obtained these certifications.
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.