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Robert Burnstine

Robert Burnstine

Portfolio Manager at Kovitz Investment Group Partners, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Kovitz Investment GroupPortfolio ManagerMay 2017 to Present
Kovitz Investment GroupPortfolio ManagerMay 2017 to Present
Fairpointe Capital LLCPresident and Portfolio ManagerUnknown to Present
Harris AssociatesPortfolio Manager and Investment AnalystMar 2001 to Feb 2011

Education

Harvard Law School

JD, Law

1986 1989

University of Michigan

BBA, Accounting

1982 1986

Skills & Expertise

Marketing
Microsoft Excel
Leadership
Financial Analysis
Sales
Asset Management
Investment Management
Hedge Funds
Fixed Income
Equity Research
Investments
Management
Equities
Asset Allocation
Wealth Management
Portfolio Management
Financial Modeling

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
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
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

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