Meet OUR Team

Alyssa Tacconelli

Associate Wealth Advisor

Alyssa joined our team at Kovitz in 2024 and was part of the Value87 Investment Partners launch team in 2026. She supports the lead advisors by helping develop financial plans and executing a broad range of technical, client management and client service activities. Alyssa earned a bachelor’s degree in finance from San Diego State University. She first gained valuable experience at Edward Jones, where she honed her skills in finance and client management.