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Eric Hartman

Client Service Associate at Kovitz
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Work Experience
Client Service Associate
Feb 2022 - Jun 2024 · 2 years and 4 months
Client Service Associate
Oct 2017 - Feb 2022 · 4 years and 4 months
Portfolio Reporting Analyst
Apr 2013 - Apr 2016 · 3 years
Company Details
201-500 Employees
Kovitz connects high net worth individuals, institutions and financial professionals to sound 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. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $20 billion in assets (as of 6/30/24). 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
Year Founded
2003
Social Media
Linkedin
Company Type
N/A
Business Model
N/A
IPO Status
N/A
Tax Code
N/A
Industry
Financial Services, Investment Management
HQ Location
71 South Wacker Drive Suite 1860 Chicago, IL 60606, US
Main Products
N/A
Keywords
Investment ManagementFinancial PlanningFixed Income AnalysisWealth ManagementEquity StrategiesRetirement PlanningAlternative ProductsTax AdviceFamily Office
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Contact Details
  • Email AddressE**@kovitz.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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