John Kovacs is a Managing Director and our Palm Beach Gardens office lead. He brings over two decades of industry expertise in serving the needs of successful individuals, families, and business owners to his role. He works diligently as a trusted advisor to clients, providing the highest level of fiduciary service in helping them manage, grow, and preserve their wealth responsibly. He prides himself on his attention to detail and his responsiveness to the needs of his client, providing them with the peace of mind that their financial house is in order and in good hands.
In addition, John also works extensively with many professional golfers and other athletes, helping them navigate the unique financial challenges and opportunities presented to them throughout their career and beyond. His goal is to help simplify his clients’ financial lives by offering a full range of planning services, including but not limited to financial planning, investment management, charitable planning, and tax management.
Previously, John was a Managing Director at Lenox Wealth Advisors. He launched his career in 2001 at Morgan Stanley and then Merrill Lynch and holds a bachelor’s degree in Business and Management from Loyola University Maryland’s Sellinger School of Business, where he also competed on the school’s golf team.
He currently resides in Florida and spends time in his native New Jersey as well as New York. He enjoys spending time with his two kids, family and friends, as well as giving back to the community and serving local charitable organizations.
Previous Experience
- Managing Director, Lenox Wealth Advisors
- Wealth Management Advisor, Senior Vice President – Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation
Education
- BS, Loyola University Maryland – Sellinger School of Business, Business and Management
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
