Jason Petitte
Principal, Senior Research Analyst at Kovitz Investment Group Partners, LLC
About
Jason Petitte is Principal and Senior Research Analyst at Kovitz Investment Group in Chicago, Illinois, where he specializes in equity research and analysis with a focus on public equities across multiple sectors. As a core member of the investment team since 2005, Jason brings extensive experience in both research and portfolio management, contributing to the firm’s fundamental research process and investment strategy.
Prior to his current role, he held progressively senior positions at Kovitz, including Senior Analyst and Assistant Director—Fixed Income, further developing his analytical expertise across different asset classes, particularly equities and fixed income. He began his investment career as an Equity Trader at Rothschild Investment Corporation, giving him a broad perspective on capital markets activity.
Jason holds a bachelor’s degree in Finance from DePaul University, equipping him with a strong foundation in financial analysis and markets. His ongoing contributions to the research team and dynamic experience in both equity and fixed income investments mark him as a versatile analyst in Kovitz's value-oriented investment approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz Investment Group | Principal, Senior Research Analyst | Jan 2018 to Present | — |
| Kovitz Investment Group | Senior Analyst | Sep 2014 to Jan 2018 | — |
| Kovitz Investment Group | Assistant Director - Fixed Income | Dec 2008 to Aug 2014 | — |
| Kovitz Investment Group | Trader and Operations and Analyst | Jan 2005 to Nov 2008 | — |
| Rothschild Investment Corporation | Equity Trader | Jun 2001 to Jan 2005 | — |
Education
DePaul University
Bachelor's degree, Finance, General
1998 — 2002
Skills & Expertise
Others at Kovitz Investment Group Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
| Trading Analyst | Chicago, IL , United States | |
| Principal | Chicago, IL , United States | |
D Dan Murphy | Principal and Portfolio Manager, Kovitz, Madison-WI | Madison, WI , United States |
| Principal, Portfolio Manager | Aliso Viejo, CA , United States | |
J Joel Hirsh | Co-Chief Investment Officer | Chicago, IL , United States |
J Jonathan Shapiro | Principal | Chicago, IL , United States |
| Portfolio Manager | Lake Forest, IL , United States | |
| Portfolio Manager | Chicago, IL , United States | |
| Client Portfolio Manager | Highland Park, IL , United States | |
C Christopher Quigley | Senior Research Analyst | Aliso Viejo, CA , United States |