Mitchell A. Kovitz, CFA, CPA

Portfolio Manager of the Fund and Chief Executive Officer, Portfolio Manager and Principal of the Adviser.

Mr. Kovitz has been managing the Fund since its inception in 2011. Mr. Kovitz has been providing advisory services to Kovitz clients since 2003. Mr. Kovitz helped form the Kovitz Group within Rothschild Investment Corporation, Chicago, IL in 1994. After forming the Kovitz Group, he was promoted to Vice President in 1995, Chief Operating Officer in 2001, and President in 2002. Mr. Kovitz 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 1986 and received his Masters in Taxation from the University of Illinois in 1987. Mr. Kovitz is a CFA® Charterholder.

Joel D. Hirsh, CFA

Portfolio Manager of the Fund and Portfolio Manager and Principal of the Adviser.

Mr. Hirsh has been managing the Fund since its inception in 2011. Mr. Hirsh joined Kovitz in 2006 as an equity analyst. In 2007 his role expanded to Portfolio Manager. Prior to joining the Adviser, Mr. Hirsh was an equity research analyst for KeyBank Capital Markets, a division of McDonald Investments. Mr. Hirsh graduated from the University of Michigan in 2004 with a Bachelor of Arts degree in Economics. Mr. Hirsh is a CFA® Charterholder and a member of the CFA Society of Chicago’s Education Advisory Group.

Bryan L. Engler CFA

Portfolio Manager of the Fund and Portfolio Manager and Principal of the Adviser.

Mr. Engler has been managing the Fund since 2021. Mr. Engler joined the Adviser in 2019 as a Senior Research Analyst. Previously, he was a Senior Equity Analyst at Great Lakes Advisors from 2011 to 2019. Mr. Engler graduated from Tulane University in 2005 with a Bachelor of Arts degree in Political Science. Mr. Engler is a CFA® Charterholder and a member of the CFA Society of Chicago.

Jonathan A. Shapiro, MBA, CFA

Portfolio Manager of the Fund and Principal of the Adviser.

Mr. Shapiro has been managing the Fund since its inception in 2011. Mr. Shapiro has been providing advisory services to Kovitz clients since 2003. Mr. Shapiro joined the Kovitz Group at Rothschild Investment Corporation, Chicago, IL in 1999 as a Portfolio Manager. Previously, he was an Analyst at Vector Securities from 1997 to 1999 and a Management Consultant with KMPG and Towers Perrin from 1986 to 1997. Mr. Shapiro graduated from Carleton College in 1986 with a Bachelor of Arts degree in Mathematics. He later received his Masters of Business Administration from the University of Chicago Booth School of Business with concentrations in Finance and Accounting. Mr. Shapiro is a CFA® Charterholder and a member of the CFA Society of Chicago.

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