Alonso Serrano
Trading-Equity en Kovitz Investment Group Partners LLC .
Perfil
Mr. Alonso Serrano is a Trading Analyst at Kovitz Investment Group Partners LLC.
His responsibilities include trade execution management, which focuses on fixed income and equities for client portfolios and Kovitz funds.
Prior to joining Kovitz, Alonso was a wealth management intern at Morgan Stanley working with high-net-worth clients.
He received his undergraduate degree from Quinlan School of Business.
Cargos activos de Alonso Serrano
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Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Trading-Equity | 01/01/2022 |
Formación de Alonso Serrano.
| Quinlan School of Business | Undergraduate Degree |
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Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities. | Finance |
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