| Louis Kravitz founded the firm Louis Kravitz & Associates in 1977. Since then, Kravitz has made a name for itself designing and administering employer-based retirement plans. The firm is the largest independent actuarial consulting firm on the West Coast.
In 1995, Lou's son Daniel Kravitz joined the firm, and in 2004, he became President, bringing with him a new vision for the firm in the rapidly transforming field of retirement plans.
Dan and Lou also decided to form a sister company to better serve their clients by providing unbiased investment advisory services. They enlisted the help of Steve Sansone and Mark Davis, then owner of Mark A. Davis Consulting, managing more than $700 million in qualified retirement plan assets, to form Kravitz Davis Sansone, a Registered Investment Adviser.
Mark A. Davis was an investment adviser representative who worked with more than $700,000,000 in qualified retirement plan assets under Mark A. Davis Consulting, before joining Kravitz Davis Sansone. Steve helped Manulife Financial build a dominant market presence in the small to mid-size pension marketplace in his tenure, raising over one billion dollars in assets from over one thousand plans sold. |
