Kovitz
Patricia Ruiz is an experienced accounting professional currently serving as an Accounting Specialist at Kovitz since May 2023. Prior to this role, Patricia held the position of Senior Accountant in the Accounting Services Group at ORBA from September 2014 to April 2023, where responsibilities included providing bookkeeping services and preparing tax returns for various clients. Additionally, Patricia has experience as a Senior Staff Accountant at Lerman, Boudart, and Associates LLP and as a Staff Accountant at Shepard Schwartz & Harris LLP. Earlier in the career, Patricia worked as a Senior Tax Consultant at Deloitte Tax LLP, managing teams and advising on international assignment policies. Patricia holds a Bachelor of Science degree in Accounting from DePaul University and has also studied at Universidad Complutense de Madrid.
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.