We provide high net worth individuals, institutions and financial professionals with asset management and advisory strategies.
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As an independently managed advisor, we are beholden to our clients alone, for whom we manage and advise on more than $6B in assets. We focus on long-term investment solutions, backed by our own stringent research.
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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.
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.
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.
We pride ourselves on collaborating closely with our clients in their investment decision-making process as they pursue their long-term financial goals.
We consistently publish helpful articles, guides and
reports to support your investing education and
long-term financial goals.