Thomas
Colombo
Kovitz Investment Group Partners, LLC
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About this Advisor
Thomas Colombo is a financial advisor based in Waxhaw, North Carolina, working with Kovitz Investment Group Partners, LLC. Thomas has previously held positions at Diamond Springs, Morgan Stanley, Morgan Stanley Private Bank, National Association, Northcoast Asset Management LLC, Connectus Wealth, and Kovitz Investment Group Partners, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Thomas is part of Kovitz Investment Group Partners, LLC, which operates out of Waxhaw, North Carolina. The firm has 25 offices and 270 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kovitz Investment Group Partners, LLC Brokerage Details
$11,290,749,061
270
11,848
$952,967
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Thomas Colombo Work History
Kovitz Investment Group Partners, LLC
Connectus Wealth
Northcoast Asset Management LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Diamond Springs
Disclosures
Please visit the SEC profile of Thomas Colombo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kovitz Investment Group Partners, LLC
Greenwich, CT
Greenwich, CT
Waxhaw, NC
Greenwich, CT
Chicago, IL
Chicago, IL
Chicago, IL
Milwaukee, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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