Heather joined Kovitz Investment Group as an Operations Associate in 2018, as part of the Kovitz acquisition of AFAM Capital. In this role, she manages system administration for back-office technologies and databases. She is also responsible for the maintenance of client portfolios and client reporting. Prior to joining Kovitz, Heather was the Senior Operations Associate at AFAM Capital. Heather earned a Bachelor of Business Administration degree in Finance from the University of Houston. She holds a Claritas® Investment Certificate from the CFA Institute and a Data Analytics and Visualization Certificate from the University of Texas.