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Over 100 Years of Investment Experience Behind You

 

The Litman Gregory Research Team

AdvisorIntelligence is backed by a six-person research team with over 100 years of collective investment experience.

Jeremy DeGroot

Rajat Jain

Jack Chee

Jason Steuerwalt

Alistair Savides

Kiko Vallarta

Jeremy DeGroot, CFA®
Principal, Chief Investment Officer

26 years of investment experience

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

University of Wisconsin (BS—Economics); University of California—Berkeley (MA—Economics)

Rajat Jain, CFA®
Principal, Sr. Research Analyst

22 years of investment experience

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

St. Stephen’s College
(BS—Physics);
University of South Carolina (MBA—International)

Jack Chee
Principal, Sr. Research Analyst

20 years of investment experience

Previously with Value Line Mutual Fund Survey




Drexel University (BS—Mechanical Engineering)

Jason Steuerwalt, CFA®
Sr. Research Analyst


18 years of investment experience

Previously with Hall Capital Partners




Brown University (BA—Economics, Political Science)

Alistair Savides, CFA®
Research Analyst


14 years of investment experience

Previously with Principia Corporation’s endowment fund and StraightLine



Principia College (BA—Economics and International Relations); Haas School of Business (MBA)

Kiko Vallarta, CFA®
Research Analyst


9 years of investment experience

Previously with Financial Designs, Ltd.




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

 

The Litman Gregory Research Consulting Team 

Our team of research consultants field research, portfolio, and practice management questions from our subscribers and host regular webinars with our community of investment professionals.

Chad Perbeck

Peter Sousa

Mark Fisher

Patrick Clancy

Jennifer Yacoube

Alice Lowenstein

Chad Perbeck, CIMA®
Sr. Research Consultant


Email

925.253.5245

Peter Sousa
Director of Portfolio Strategies

Email

925.253.5257

Mark Fisher
Sales Operations Coordinator

Email

925.253.5206

Patrick Clancy
Associate Relationship Manager

Email

925.253.5209

Jennifer Yacoube, CFP®
Research Consulting Associate

Email

925.253.5271

Alice Lowenstein, CFP®
Principal, Managing Director, Investment Management Services

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