Your Outsourced Research Team
AdvisorIntelligence is managed by Alice Lowenstein, CFP®, CSRIC®, and backed by a five-person analyst team led by chief investment officer Jeremy DeGroot, CFA. Our advisor subscribers rely on them as their outsourced research team.
Managing Director
Head of AdvisorIntelligence
Previously with Fidelity and Morningstar.
Stephens College (BA); CERTIFIED FINANCIAL PLANNER™; Chartered SRI Counselor℠
Managing Director
CIO Asset Management US
Previously with KPMG Peat Marwick and Sr. Economist with Law & Economics Consulting Group
University of Wisconsin (BS—Economics); University of California—Berkeley (MA—Economics)
Director – Portfolio Management
Head of Equities Strategies
Previously with Montgomery Asset Management and Associate Director of BARRA Rogers Casey
St. Stephen’s College
(BS—Physics);
University of South Carolina (MBA—International)
Director – Portfolio Management
Head of Fixed Income Strategies
Previously with Value Line Mutual Fund Survey
Drexel University (BS—Mechanical Engineering)
Director – Portfolio Management
Head of Alternative Strategies
Previously with Hall Capital Partners
Brown University (BA—Economics, Political Science)
VP – Portfolio Management
Previously with Financial Designs, Ltd.
San Diego State University (BS—Finance); St. Mary’s College of California (MS—Financial Analysis and Investment Management)