Mark Charles Ott
Analyst-Fixed Income at Kovitz Investment Group Partners LLC
Profile
Mr. Mark C.
Ott, Jr., is a Fixed Income Investment & Operations Analyst at Kovitz Investment Group Partners LLC.
He currently trades fixed income products such as municipal and corporate bonds.
He additionally oversees the trading of our long equity and hedged equity products.
Prior to joining Kovitz, Mr. Ott served proudly in the United States Air Force which included tours in both Iraq and Afghanistan.
He received his Bachelor of Science degree magna cum laude in Finance and a minor in Economics from the University of Illinois at Chicago in 2011.
He is licensed with FINRA under Series 7, 66 and 53.
Mark Charles Ott active positions
Companies | Position | Start |
---|---|---|
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. | Analyst-Fixed Income | 31/12/2015 |
Former positions of Mark Charles Ott
Companies | Position | End |
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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. | Trading-Fixed Income | 31/12/2015 |
US Air Force | Corporate Officer/Principal | 31/01/2008 |
Training of Mark Charles Ott
University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
US Air Force | Government |
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 |
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