Greetings!
We are a team of investment professionals at Kovitz. We write The Prudent Speculator newsletter and manage a series of stock strategies, all of which are firmly planted in the Value category. By Value, we mean we like stocks that trade well below our estimates of their future worth.
The newsletter, weekly market commentaries and other periodic communications form the base by which we communicate with our subscribers and wealth management clients.
Our goal is to keep our readers and clients on the long-term path to financial success (we often quip the secret to investing in stocks is to not get scared out of them!), and we do that in ways that are unique to each individual client.
John has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 45 years. He chairs the Value division’s Investment Committee, leading a team that performs comprehensive investment research and financial market analysis. You may recognize John from his contributions to Barron’s, The Wall Street Journal and Forbes, as well as frequent interviews on CNBC, Bloomberg and Fox Business News.
Jason is responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he works directly with clients to provide customized account management. After serving in the United States Navy, Jason earned a Bachelor of Arts degree in finance, summa cum laude, from the University of West Florida. Jason is a CFA charterholder and a member of the CFA Society of Orange County.
Chris joined AFAM Capital in August of 2011 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. As a member of the investment team, Chris conducts fundamental research and analysis. He is responsible for identifying new investment opportunities and maintains company, industry, and macroeconomic models. Chris earned a Bachelor of Arts degree in Economics from the University of Southern California. Chris is a CFA charterholder and a member of the CFA Society of Orange County.
Zack joined Kovitz in 2019, where he performs fundamental research for the firm’s equity strategies and works with clients to provide customized account management. He also contributes to the firm’s Market Commentary and Newsletter content. Prior to joining the firm, Zack was an analyst with a regional trust company and an independent wealth management practice. He is a veteran of the United States Navy with a Bachelor of Science in Ag Business Management from North Carolina State University and passed the Level I exam in the CFA Program.
Phil joined Kovitz in 2020 as a Business Development Analyst. Phil is responsible for the administration and execution of various tasks related to The Prudent Speculator, a Kovitz owned subscription-based newsletter. In addition, Phil is charged with analyzing and distributing content and various reports to key stakeholders. He is a graduate of Morehouse College in Atlanta, where he studied economics.
Alyssa joined Kovitz in 2024 as a Wealth Management Associate. In this role, Alyssa is responsible for supporting the lead advisors of the Orange County team by executing a broad range of technical, client management, and client service support tasks, while also contributes to The Prudent Speculator in the area of Wealth Management. Before joining Kovitz, Alyssa earned a bachelor’s degree in finance from San Diego State University. She then gained valuable experience at Edward Jones, where she honed her skills in finance and client management. Outside of the office, Alyssa enjoys cooking, exercising, and spending time with friends and family.
Michelle joined Kovitz in 2020 and brings with her over 23 years in the investment industry, having previously worked at Bel Air Investments, UBS, and Morgan Stanley. Michelle is responsible for overseeing the maintenance of client accounts alongside our operational support team. In addition, Michelle oversees the delivery of important client communications. When not in the office, Michelle enjoys exploring what California has to offer.
