Jon Shapiro
Fundador en Kovitz Investment Group Partners LLC .
Cargos activos de Jon Shapiro
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/01/2016 | - |
Fundador | 01/01/2016 | - | |
Director de Inversiones | 01/01/2016 | - | |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Corporate Officer/Principal | - | - |
Historial de carrera de Jon Shapiro
Antiguos cargos conocidos de Jon Shapiro.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Director de Inversiones | 01/10/2003 | 01/01/2016 |
Fundador | 01/10/2003 | 01/01/2016 | |
Gestor de Cartera-Acciones | 01/10/2003 | 01/01/2016 | |
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | Gestor de Cartera-Acciones | 01/01/1999 | 30/09/2003 |
Vector Securities LLC
Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Corporate Officer/Principal | 01/01/1997 | 31/12/1998 |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Corporate Officer/Principal | 01/01/1986 | 31/12/1996 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 01/01/1986 | 31/12/1996 |
Formación de Jon Shapiro.
Carleton College | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 10 |
Operativa
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 2 |
Sectorial
Finance | 6 |
Commercial Services | 3 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 7 |
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Kovitz Investment Group LLC
Kovitz Investment Group LLC Investment ManagersFinance Founded in 2003, Kovitz Investment Group LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Vector Securities LLC
Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Finance |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Commercial Services |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Rothschild Investment Corp.
Rothschild Investment Corp. Investment ManagersFinance Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses. | 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 |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Finance |
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