Kovitz
Tyler Borzak has a diverse work experience in various roles and industries. Tyler is currently working at Kovitz as the Head of Client Operations, Family Office Services. Prior to that, they worked at Harris Associates where they held various positions such as Client Relationship Manager, Team Lead for Global Investment Services, Senior Portfolio Specialist, Portfolio Specialist, and Associate Portfolio Specialist. Tyler also gained experience in Talent Acquisition as an intern at West Monroe Partners and as an intern at Pine Tree Commercial Realty, LLC.
Tyler Borzak earned a Bachelor's degree in Management with a concentration in Human Resources and a minor in I/O Psychology from DePaul University. Prior to that, they obtained a High School Diploma from Deerfield High School.
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.