Principal, Portfolio Manager
John joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. 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 40 years. He chairs the Value division’s Investment Committee, leading a team that performs comprehensive investment research and financial market analysis.
This level of expertise and knowledge often sees John featured in Barron’s, The Wall Street Journal and Forbes, as well as frequently contributing to CNBC, Bloomberg and Fox Business News. John offers his keen advice to all types of investors at seminars and events, and he dedicates the rest of his life to his wife and daughter.
Principal, Portfolio Manager
Jason joined Kovitz in 2018, as part of the Kovitz acquisition of AFAM Capital. As a member of the investment team, 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. Jason is also a regular contributor to the firm’s market commentary and newsletter. 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. Jason is married with two children and spends his free time coaching high school basketball and volunteering with his family in the community.
Senior Research Analyst
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. Additionally, he is a regular contributor to the firm’s market commentary and newsletter. Chris earned a Bachelor of Arts degree in Economics from the University of Southern California in 2011. Chris is a CFA® charterholder and a member of the CFA Society of Orange County. Chris is married with two kids and enjoys biking, traveling and flying.
Portfolio and Research Associate
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 commentaries and investment newsletter. 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. Zack lives in North Carolina with his wife and two dogs. He is active in his local church and in his free time can often be found in the outdoors.
Business Development Associate
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. Phil is a resident of Orange County, CA. Outside of work you will find him reading, playing basketball and spending time with traveling.