Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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2019 Summer Internship Recap

  • November 11, 2019

Once again, we were fortunate to have a great team of interns join us this past summer. In addition to a variety of investment, planning, and administrative projects, our group of interns began to build out a training library to use with new hires as well as existing employees. The training material covered topics such as compliance requirements and how-to guides related to SWP technology and systems. At the completion of the summer, each intern presented a sample training video to our team, explained the process for creating the content, and insights gained throughout the project.

Thank you to our interns for their amazing help this past summer! We are excited to utilize and build upon the work they started in our training library.

If you interested in joining us for the summer 2020 Internship Program, please visit our careers page to apply.

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Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

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