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Joel Hirsh

Co-Chief Investment Officer at Kovitz Investment Group Partners, LLC

Chicago, IL , United States

About

Joel Hirsh is Principal and Co-Chief Investment Officer at Kovitz Investment Group in Chicago, where he oversees the firm's equity research process and portfolio construction for their Core Equity and Hedged Equity strategies. In addition to leading investment strategy, he serves as a voting portfolio manager and plays a key role in developing the firm's long-term strategic planning, including its institutional and family office business lines.

His investment focus is on U.S. equities, applying a fundamental, value-based approach inspired by Benjamin Graham and Warren Buffett. Joel directs the selection and management of concentrated, high-quality equity portfolios, particularly within Core Equity and Hedged Equity products, and he leverages options as part of risk management for the firm's hedged strategies.

Joel joined Kovitz in 2006 after working as an equity research analyst at KeyBanc Capital Markets, where he specialized in basic materials. He holds a BA in Economics from the University of Michigan and is a CFA Charterholder, with published work in industry outlets such as CFA Magazine and features in Bloomberg, the Chicago Sun-Times, and Value Investor Insight.

Career History

OrganizationRoleDate RangeDetails
KovitzCo-Chief Investment OfficerJun 2020 to Present
Kovitz Investment Group, LLCPortfolio ManagerJun 2006 to Jun 2020
KeyBanc Capital MarketsAnalystMay 2004 to May 2006

Education

University of Michigan

BS, Economics

2000 2004

Skills & Expertise

Alternative Investments
Portfolio Management
Microsoft Office
Project Management
Asset Management
Training
Asset Allocation
Analysis
SQL

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
Jason Petitte
Principal, Senior Research AnalystChicago, 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