Andy Novak
Wealth Advisor at Kovitz | Greater Chicago Area, United States
Andy Novak’s Email & Phone Number
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Wealth Advisor at Kovitz in April 2020 - Present
Wealth Specialist at Mesirow Wealth Advisors in September 2018 - April 2020
Senior Financial Planner at Balasa Dinverno Foltz LLC in January 2017 - August 2018
Financial Planner at Balasa Dinverno Foltz LLC in April 2016 - December 2016
Financial Advisor at Edward Jones in January 2016 - March 2016
Financial Advisor Career Development at Edward Jones in June 2015 - January 2016
Financial Advisor Intern at Edward Jones in June 2014 - August 2014
Umpire at OHSAA Official in January 2013 - August 2013
Intern at Community Health Charities of Illinois in May 2012 - August 2012
University of Dayton, B.S. in Business Adminstration
Northwestern University, Certificate Program
Kovitz connects high net worth individuals, institutions and financial professionals to customized 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. For inquiries related to job opportunities, applications, or our recruitment process, please contact our Talent Acquisition team at [email protected]. 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. Regulatory Documents: https://www.kovitz.com/regulatory-documents
Discover more about Kovitz
Wealth Planning Analyst at Kovitz
Wealth Planning Analyst at Kovitz
(August 2023 – Present)
Senior Financial Advisor at Kovitz
Senior Financial Advisor at Kovitz
(January 2011 – Present)
Principal and Portfolio Manager - Kovitz, Madison, WI
Principal and Portfolio Manager, Kovitz, Madison-WI at Kovitz
(January 2019 – Present)
Senior Accountant at Kovitz Investment Group Partners
Senior Accountant at Kovitz
(April 2022 – Present)
Wealth Planner at Kovitz
Wealth Planner at Kovitz
(September 2023 – Present)
Trading Analyst at Kovitz
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(May 2022 – Present)
What is Andy Novak email address?
Email Andy Novak at [email protected] and [email protected]. This email is the most updated Andy Novak's email found in 2026.
What is Andy Novak phone number?
Andy Novak phone number is 3098259207.
How to contact Andy Novak?
To contact Andy Novak send an email to [email protected] or [email protected]. If you want to call Andy Novak try calling on 3098259207.
What company does Andy Novak work for?
Andy Novak works for Kovitz.
What is Andy Novak's role at Kovitz?
Andy Novak is Wealth Advisor
What industry does Andy Novak work in?
Andy Novak works in the Financial Services industry.
