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Home » About » Your Outsourced Research Team

Your Outsourced Research Team

AdvisorIntelligence is backed by a six-person analyst and data team. Many of our advisor subscribers rely on them as their outsourced research team.

Chief Investment Officer Jeremy DeGroot - Your Outsourced Research Team
Jeremy DeGroot, CFA
Chief Investment Officer

Previously with KPMG Peat Marwick and Sr. Economist with Law & Economics Consulting Group

University of Wisconsin (BS—Economics); University of California—Berkeley (MA—Economics)
Senior Research Analyst Rajat Jain - Your Outsourced Research Team
Rajat Jain, CFA
Sr. Research Analyst

Previously with Montgomery Asset Management and Associate Director of BARRA Rogers Casey

St. Stephen’s College
(BS—Physics);
University of South Carolina (MBA—International)
Senior Research Analyst Jack Chee - Your Outsourced Research Team
Jack Chee
Sr. Research Analyst

Previously with Value Line Mutual Fund Survey

Drexel University (BS—Mechanical Engineering)
Senior Research Analyst Jason Steuerwalt
Jason Steuerwalt, CFA
Sr. Research Analyst

Previously with Hall Capital Partners

Brown University (BA—Economics, Political Science)
Research Analyst Kiko Vallarta
Kiko Vallarta, CFA
Sr. Research Analyst

Previously with Financial Designs, Ltd.

San Diego State University (BS—Finance); St. Mary’s College of California (MS—Financial Analysis and Investment Management)
Data Analyst Joe Ramirez
Joe Ramirez
Data Analyst

Previously with VF Corp.

University of Oregon (BS—Banking and Financial Economics, Business Administration, and Computer Information Technology)

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