Joel Davidson Hirsh
Chief Investment Officer bij Kovitz Investment Group Partners LLC
Profiel
Mr. Joel D.
Hirsh, CFA, is a Principal & Co-Chief Investment Officer at Kovitz Investment Group Partners LLC.
In this role, he is responsible for leading the firm’s equity research process, as well as developing portfolio construction for KIG’s Core Equity and Hedged Equity strategies.
He also serves as a member of the firm’s Fiduciary Board and Executive Committee, supervising daily operations and business strategy implementation.
Prior to joining Kovitz Investment Group LLC in 2006, Mr. Hirsh worked as an Equity Research Analyst for KeyBanc Capital Markets, a Division of McDonald Investments, where he performed financial market analysis as a member of basic materials research group.
He 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.
Actieve functies van Joel Davidson Hirsh
| Bedrijven | Functie | Begin |
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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. | Chief Investment Officer | 01-01-2016 |
Eerdere bekende functies van Joel Davidson Hirsh
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Analyst-Equity | - |
Opleiding van Joel Davidson Hirsh
| University of Michigan | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
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KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
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 |
