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Jason Petitte

Principal, Senior Research Analyst at Kovitz Investment Group Partners, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Kovitz Investment GroupPrincipal, Senior Research AnalystJan 2018 to Present
Kovitz Investment GroupSenior AnalystSep 2014 to Jan 2018
Kovitz Investment GroupAssistant Director - Fixed IncomeDec 2008 to Aug 2014
Kovitz Investment GroupTrader and Operations and AnalystJan 2005 to Nov 2008
Rothschild Investment CorporationEquity TraderJun 2001 to Jan 2005

Education

DePaul University

Bachelor's degree, Finance, General

1998 2002

Skills & Expertise

Financial Modeling
Trading
Assistant Director
Options
Bloomberg
International Logistics
Equities
Auditing
Writing
Regulations
Market
Accounting
Fixed Income
Yahoo
Nasd
Adult Students
Executions
Withdrawals
History
Forms
Investments
Communication
Relationship Management
Finance
Career Development
Reports
Compliance
Operations
Outlook
Dealers
Microsoft Office
Credit
Data Conversion
Databases
Problem Solving
Commercial Lending
Funding
Accounts Payable
Investigation
Accounts Receivable
Chicago
Ford
Series 7
Analysis
Routing

Others at Kovitz Investment Group Partners, LLC (11)

NameRoleLocation
Alonso Serrano
Alonso Serrano
Trading AnalystChicago, IL , United States
Bruce Weininger
Bruce Weininger
PrincipalChicago, IL , United States
D
Dan Murphy
Principal and Portfolio Manager, Kovitz, Madison-WIMadison, WI , United States
Jason Clark
Jason Clark
Principal, Portfolio ManagerAliso Viejo, CA , United States
J
Joel Hirsh
Co-Chief Investment OfficerChicago, IL , United States
J
Jonathan Shapiro
PrincipalChicago, IL , United States
Matt Hayner
Matt Hayner
Portfolio ManagerLake Forest, IL , United States
Robert Burnstine
Robert Burnstine
Portfolio ManagerChicago, IL , United States
Steve Putzel
Steve Putzel
Client Portfolio ManagerHighland Park, IL , United States
C
Christopher Quigley
Senior Research AnalystAliso Viejo, CA , United States
Showing 1-10 of 11 team members