Jesse Lewis Stumpf
Analyst-Fixed Income at Kovitz Investment Group Partners LLC
Jesse Lewis Stumpf active positions
| Companies | Position | Start | End |
|---|---|---|---|
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-Fixed Income | 01/01/2016 | - |
| Head-Fixed Income Invts | 01/01/2016 | - | |
| Portfolio Manager-Fixed Income | 01/01/2016 | - | |
| Trading-Fixed Income | 01/01/2016 | - |
Career history of Jesse Lewis Stumpf
Former positions of Jesse Lewis Stumpf
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 01/07/2012 | 01/01/2016 |
| Analyst-Fixed Income | 01/07/2012 | 01/01/2016 | |
| Trading-Equity | 01/07/2012 | 01/01/2016 | |
| Portfolio Manager-Equities | 01/07/2012 | 01/01/2016 | |
| Portfolio Manager-Fixed Income | 01/07/2012 | 01/01/2016 | |
| Trading-Fixed Income | 01/07/2012 | 01/01/2016 |
Training of Jesse Lewis Stumpf
| University of Illinois | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Fixed Income | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Trading-Fixed Income | 2 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
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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