Investment Management

Mitchell A. Kovitz

Mitchell A. Kovitz, CFA, CPA

Founder & Principal, Portfolio Manager

In October 2003, Mitch and his partners founded Kovitz Investment Group to provide asset management services and solutions to high net worth individuals and institutions. Mitch serves as co-chief investment officer of the investment team. Kovitz applies the investment methodology pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to founding Kovitz, Mitch was President at Rothschild Investment Corporation. Mitch has been featured in publications such as: Crain’s Chicago Business, the Chicago Tribune, the Chicago Sun-Times, and Value Investor Insight. In addition, he has been interviewed on Bloomberg broadcast television. Mitch graduated from the University of Illinois at Urbana-Champaign in 1986 with a Bachelor of Science degree in Accounting. He became licensed as a Certified Public Accountant in August 1986, and received a Masters in Taxation from the University of Illinois in 1987. Mitch is a CFA Charterholder.

Jonathan A. Shapiro

Jonathan A. Shapiro, MBA, CFA

Founder & Principal, Portfolio Manager

In October 2003, Jon and his partners founded Kovitz Investment Group to provide asset management services and solutions to high net worth individuals and institutions. Jon serves as co-chief investment officer of the investment team. Kovitz applies the investment methodology pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to founding Kovitz, Jon joined Rothschild Investment Corporation in 1999 as a Portfolio Manager in the firm’s Investment Management Department. Jon was previously employed as an Analyst at Vector Securities from 1997 to 1999, and a Management Consultant with KPMG and Towers Perrin from 1986 through 1997. He has been frequently featured in Crain’s Chicago Business and the Chicago Tribune. He has also been featured in such publications as Value Investor Insight and The Art of Value Investing: How the World’s Best Investors Beat the Market. Jon graduated from Carleton College in 1986 with a Bachelor of Arts degree in Mathematics. He later received his MBA degree from the University of Chicago Graduate School of Business with concentrations in finance and accounting. He is also a CFA Charterholder and a member of the CFA Society of Chicago.

Joel D. Hirsh

Joel D. Hirsh, CFA

Principal, Portfolio Manager

Joel focuses on portfolio management of the long/short and long-only equity strategies at KIG. Prior to joining Kovitz Investment Group in 2006, Joel worked as an equity research analyst for KeyBanc Capital Markets, a Division of McDonald Investments. In his previous role, Joel focused on fundamental research in an award-winning basic materials research group. Joel has been published in CFA Magazine and quoted in Bloomberg, Value Investor Insight and Chicago Sun-Times. He is a member of the CFA Society of Chicago’s Education Advisory Group. Joel graduated from the University of Michigan with a Bachelor of Arts degree in Economics. He is a CFA Charterholder and member of the CFA Society of Chicago. Joel is licensed with FINRA under Series 7, 86, 87, 63 and 66.

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