Kovitz
Jason Petitte started their work experience as an Equity Trader at Rothschild Investment Corporation in 2001. Jason then moved on to Kovitz Investment Group in 2005, where they held multiple roles including Trader/Operations/Analyst, Assistant Director - Fixed Income, Senior Analyst, and most recently, Principal, Senior Research Analyst. In their roles at Kovitz Investment Group, they were responsible for security selection, portfolio management, and strategy development for client assets totaling billions of dollars.
Jason Petitte obtained a Bachelor's degree in Finance, General from DePaul University from 1998 to 2002. Jason also holds the designation of CFA Charterholder, awarded by the CFA Institute in 2008.
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.