DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Kovitz Investment Group, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

Advisor	From	To	Type	Left	Registered
Harold William Gianopulos	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Bruce A Weininger	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Mitchell Armin Kovitz	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Susan Margaret Herrick	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
John Joseph Conway	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 5, 2016
Deborah Hopkins	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Mark Christopher Rosland	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Jason Michael Petitte	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Marc Stuart Brenner	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Jenny P Boyke	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Amanda Falkum	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Joel Davidson Hirsh	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Mary E Anderson	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Jesse Lewis Stumpf	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Kate Jonynas	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
David A Castro	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Mark Charles Ott	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
James Patrick Phillips	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Christopher J Nicholson	Kovitz Investment Group, LLC other	Northcoast Asset Management LLC no RAUM	Other	Dec 31, 2015	Jan 4, 2016
Catherine Flanagan Fortuna	Kovitz Investment Group, LLC other	The Mather Group, LLC independent RIA	Other	Jun 5, 2015	Nov 26, 2024 (3462 d)
Ruth Fiorentino Uress	Kovitz Investment Group, LLC other	Brownson, Rehmus & Foxworth, Inc. other	Other	Mar 27, 2015	Apr 30, 2015 (34 d)
Amy L Marker	Kovitz Investment Group, LLC other	Prudent Man Advisors, Inc. other	Other	Oct 1, 2014	Oct 2, 2014
Julia Ann Zakarias	Kovitz Investment Group, LLC other	Genfi LLC state registered	Other	Jan 21, 2011	Mar 1, 2011 (39 d)
Bradley James Hopp	Kovitz Investment Group, LLC other	First Allied Securities, Inc. other	Other	Apr 2, 2009	Apr 25, 2011 (753 d)
Vy Tieu	Kovitz Investment Group, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 8, 2008	Sep 17, 2012 (1470 d)
Robert C Piton	Kovitz Investment Group, LLC other	Total Clarity Wealth Management, Inc independent RIA	Other	Dec 31, 2005	May 5, 2021 (5604 d)
Christopher Allen Recker	Kovitz Investment Group, LLC other	Interocean Capital, LLC other	Other	Dec 31, 2005	Jan 11, 2010 (1472 d)

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27 moves match.