Mark Christopher Rosland
Trading-Equity bij Kovitz Investment Group Partners LLC
Profiel
Mr. Mark C.
Rosland is a Principal & Investment Committee Member at Kovitz Investment Group Partners LLC.
He serves as a portfolio manager for the Kovitz Hedged Equity strategy.
Mr. Rosland manages the wealth management division of Kovitz and is also a member of the firm’s Executive Committee, supervising firm wide operations and business strategy.
He also serves on the firm’s Marketing and Risk Management Committees.
Prior to the formation of Kovitz, he was a Financial Advisor at Rothschild Investment Corporation.
He graduated in 1997 from the University of Iowa with a Bachelor of Arts degree in Business Administration.
He is a Registered Options Principal and is licensed with FINRA under Series 4, 7 and 66.
Actieve functies van Mark Christopher Rosland
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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. | Trading-Equity | 01-01-2016 |
Eerdere bekende functies van Mark Christopher Rosland
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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. | Portefeuillebeheerder-Aandelen | 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. | Corporate Officer/Principal | 30-09-2003 |
Opleiding van Mark Christopher Rosland
University of Iowa | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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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 |
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 |