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About
Mark C. Ott, Jr. serves as Head of Trading at Kovitz Investment Group, an investment management firm headquartered in Chicago with over $30 billion in assets under management. Based in New Lenox, IL, Mark is responsible for overseeing the firm’s trading operations, including strategy execution, risk management, and liquidity provision.
He specializes in trading and managing fixed income securities, with a particular focus on municipal and corporate bonds. Mark’s expertise extends across the broader fixed income markets, and his background includes roles as Fixed Income Investment and Operations Analyst and Fixed Income Trader at Kovitz, highlighting his proficiency in both analytical and trading functions within these asset classes.
Mark holds a BA in Finance and Economics from the University of Illinois at Chicago and an Associate of Applied Sciences in Explosive Ordnance Disposal from the Community College of the Air Force. With over 14 years of experience in investment operations, he has made significant contributions to the firm’s growth and reputation in fixed income portfolio management and trading execution.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz Investment Group | Head of Trading | Jan 2020 to Present | — |
| Kovitz Investment Group | Fixed Income Investment and Operations Analyst | Jan 2011 to Present | — |
| Kovitz Investment Group | Fixed Income Trader | Mar 2011 to Present | We tailor portfolios of individual bonds in separately managed accounts to clients' specific duration, credit quality, liquidity, and tax parameters. Combining our commitment to understanding and mana... |
| Kovitz Investment Group | Intern | Jan 2010 to Mar 2011 | The Kovitz Investment Group's® approach to investing in equities is based on the methodology pioneered by Benjamin Graham, and as further developed and modified by Warren Buffett and Charlie Munger of... |
| University of Illinois at Chicago | Student | Aug 2008 to May 2011 | I graduated magna cum laude with a Bachelor of Science in Finance with a Minor in Economics at the University of Illinois at Chicago. |
| University of Illinois at Chicago | Vice President of Corporate Relations of the UIC Finance and Investment Group | Aug 2008 to Feb 2011 | The mission of Finance & Investment Group is to present dedicated finance students with career opportunities in the field of finance, to introduce them to professionals in the business community, and ... |
| United States Air Force | Explosive Ordnance Disposal Technician | Feb 2004 to Feb 2008 | As an Explosive Ordnance Disposal technician I was responsible for locating, identifing, disarming, neutralizing, recovering, and disposing of hazardous explosives; conventional, chemical, biological,... |
Education
University of Illinois at Chicago
BA, Finance, Economics
2008 — 2011
Community College of the Air Force
Associate of Applied Sciences, Explosive Ordnance Disposal
2005 — 2007
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 Jason Petitte | Principal, Senior Research Analyst | Chicago, IL , 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 |
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 | Chief Investment Officer | Geowealth Management, LLC | Stamford, CT , United States |
C Chase Bower | Senior Vice President | Harbor Capital Advisors, Inc. | Malvern, PA , United States |
 | Managing Director | Harbor Capital Advisors, Inc. | Elmhurst, IL , United States |
