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Robert Burnstine
Portfolio Manager at Kovitz Investment Group Partners, LLC
About
Robert Burnstine serves as a Portfolio Manager at Kovitz Investment Group Partners, LLC in Chicago, where he is responsible for managing discretionary investment portfolios for high-net-worth individuals and institutions. His focus is on tailored asset allocation, security selection, and portfolio rebalancing, leveraging deep research and analysis to meet specific client objectives related to asset growth, income generation, and risk management. Burnstine's investment approach emphasizes direct investments in equities and fixed income securities, employing disciplined strategies such as a 'margin of safety' and a business owner mentality for long-term capital appreciation.
Prior to his current role at Kovitz, Burnstine held leadership positions including President and Portfolio Manager at Fairpointe Capital LLC, and portfolio manager roles at other notable firms such as Harris Associates LP. His career spans several decades, during which he has contributed to formulating investment advice and managing diverse asset classes, particularly U.S. equities and bonds, for clients in both separate accounts and private fund structures.
Burnstine holds a JD from Harvard Law School and a BBA in Accounting from the University of Michigan, providing a solid foundation in both legal and financial analysis. His expertise includes equity and fixed-income asset selection, portfolio management, and advising on investment strategies tailored to the unique circumstances of each client, contributing significantly to the advancement of active investment management in the Chicago financial sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kovitz Investment Group | Portfolio Manager | May 2017 to Present | — |
| Kovitz Investment Group | Portfolio Manager | May 2017 to Present | — |
| Fairpointe Capital LLC | President and Portfolio Manager | Unknown to Present | — |
| Harris Associates | Portfolio Manager and Investment Analyst | Mar 2001 to Feb 2011 | — |
Education
Harvard Law School
JD, Law
1986 — 1989
University of Michigan
BBA, Accounting
1982 — 1986
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 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 | |
| Client Portfolio Manager | Highland Park, IL , United States | |
C Christopher Quigley | Senior Research Analyst | Aliso Viejo, CA , United States |
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C Chase Bower | Senior Vice President | Harbor Capital Advisors, Inc. | Malvern, PA , United States |
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