Bryan Jeffrey Schimel
Analyst-Equity en Kovitz Investment Group Partners LLC .
Perfil
Bryan Jeffrey Schimel is the founder of Newman & Schimel LLC, which was founded in 2006.
He held the title of Principal from 2006 to 2023.
Currently, he is a Manager at Kovitz Investment Group Partners LLC.
Cargos activos de Bryan Jeffrey Schimel
Empresas | Cargo | Inicio |
---|---|---|
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. | Analyst-Equity | - |
Antiguos cargos conocidos de Bryan Jeffrey Schimel.
Empresas | Cargo | Fin |
---|---|---|
Newman & Schimel LLC
Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | Fundador | 07/03/2023 |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Newman & Schimel LLC
Newman & Schimel LLC Investment ManagersFinance Newman & Schimel LLC (dba Newman Schimel) is a full-service wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by Jack Newman and Bryan Schimel in 2006. In 2023, they were acquired by Kovitz Investment Group Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. Newman Schimel provides investment management and retirement planning services to high-net-worth and ultra-high net worth individuals, which includes professional athletes. | Finance |
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 |
- Bolsa de valores
- Insiders
- Bryan Jeffrey Schimel