Kovitz
Phil Edwards has a diverse background in business development and finance, currently working at Kovitz since July 2020. Prior experience includes a role as a Domestic Pricing Summer Analyst at United Airlines from May to August 2019, a Finance and Accounting Intern at Hartsfield-Jackson Atlanta International Airport during the summer of 2018, and a Summer Associate position at Kuwait America Foundation in 2017. Phil Edwards holds a degree from Morehouse College, where studies were completed between 2016 and 2020.
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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.