Kovitz
Ted Rupp is a seasoned finance professional with extensive experience in investment management. Currently serving as Co-President at Kovitz since October 2003, Ted previously held the position of Assistant Portfolio Manager at Rothschild Investment Corporation from August 1999 to October 2003. Ted Rupp earned an MBA from Northwestern University - Kellogg School of Management between 2006 and 2009 and completed undergraduate studies at DePaul University from 1998 to 2002.
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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.