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Over 100 Years of Investment Experience Behind You

 

The Litman Gregory Research Team

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

Jeremy DeGroot

Rajat Jain

Jack Chee

Jason Steuerwalt

Kiko Vallarta

Jeremy DeGroot, CFA
CIO, Principal

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
Sr. Research Analyst, Principal

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
Sr. Research Analyst, Principal

20 years of investment experience

Previously with Value Line Mutual Fund Survey

Drexel University (BS—Mechanical Engineering)

Jason Steuerwalt, CFA
Sr. Research Analyst, Principal

18 years of investment experience

Previously with Hall Capital Partners

Brown University (BA—Economics, Political Science)

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

Patrick Clancy

Jennifer Yacoube

Alice Lowenstein

Chad Perbeck, CIMA®
Sr. Research Consultant


Email

925.253.5245

Peter Sousa, CIMA®
Director of Portfolio Strategies, Principal

Email

925.253.5257

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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