Cooper Fitz
Wealth Planning Analyst at Kovitz | Chicago, Illinois, United States
Cooper Fitz’s Email & Phone Number
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Wealth Planning Analyst at Kovitz in August 2023 - Present
Private Wealth Management at The Mather Group, LLC in May 2022 - August 2022
Sales Intern at Sumo Logic in June 2021 - August 2021
Indiana University - Kelley School of Business, Bachelor of Science - BS
Junipero Serra High School, San Mateo, California, High School Diploma
CIEE Council on International Educational Exchange
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 Advisor at Kovitz
Wealth Advisor at Kovitz
(April 2020 – Present)
Senior Financial Advisor at Kovitz
Senior Financial Advisor at Kovitz
(January 2011 – Present)
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(January 2019 – Present)
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(April 2022 – Present)
Wealth Planner at Kovitz
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(September 2023 – Present)
Trading Analyst at Kovitz
Trading Analyst at Kovitz
(May 2022 – Present)
What is Cooper Fitz email address?
Email Cooper Fitz at [email protected]. This email is the most updated Cooper Fitz's email found in 2026.
How to contact Cooper Fitz?
To contact Cooper Fitz send an email to [email protected].
What company does Cooper Fitz work for?
Cooper Fitz works for Kovitz.
What is Cooper Fitz's role at Kovitz?
Cooper Fitz is Wealth Planning Analyst
What industry does Cooper Fitz work in?
Cooper Fitz works in the Financial Services industry.
