Jon Shapiro
Founder at Kovitz Investment Group Partners LLC
Profile
Mr. Jonathan A.
Shapiro, CFA MBA, is a Principal & Founder at Kovitz Investment Group Partners LLC and a Principal at Chicago Capital Partners Management LLC.
Prior to founding Kovitz, he joined Rothschild Investment Corporation in 1999 as a Portfolio Manager in the firm's Investment Management Department.
He 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.
Hegraduated 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.
Jon Shapiro active positions
Companies | Position | Start |
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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. | Founder | 2015-12-31 |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Corporate Officer/Principal | - |
Former positions of Jon Shapiro
Companies | Position | End |
---|---|---|
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. | Founder | 2015-12-31 |
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. | Portfolio Manager-Equities | 2003-09-29 |
Vector Securities LLC
Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Corporate Officer/Principal | 1998-12-30 |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Corporate Officer/Principal | 1996-12-30 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | 1996-12-30 |
Training of Jon Shapiro
Carleton College | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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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 |
Vector Securities LLC
Vector Securities LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Vector Securities LLC is a company that provides investment banking services. The company is based in Deerfield, IL. Vector Securities was acquired by Prudential Securities on June 09, 1999. | Finance |
Towers Perrin, Inc.
Towers Perrin, Inc. Miscellaneous Commercial ServicesCommercial Services Towers Perrin, Inc. provides management consulting services. It offers actuarial consulting, executive compensation, financial modeling, reinsurance, health, and welfare consulting services. The company offers solutions to client issues in the areas of human resource strategy, design, and management. Towers Perrin was founded in 1934 and is headquartered in Stamford, CT. | Commercial Services |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
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 |
Chicago Capital Partners Management LLC
Chicago Capital Partners Management LLC Investment ManagersFinance Chicago Capital Partners Management LLC (Chicago Capital Partners) is a private equity subsidiary of Kovitz Investment Group LLC founded in 2011. The firm is headquartered in Highland Park, Illinois. | Finance |
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