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Your Outsourced Research Team

 

The Litman Gregory Research Team

AdvisorIntelligence is backed by a dedicated five-person analyst team.

Jeremy DeGroot

Rajat Jain

Jack Chee

Jason Steuerwalt

Kiko Vallarta

Jeremy DeGroot, CFA
CIO, Principal

 

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

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

Previously with Value Line Mutual Fund Survey

Drexel University (BS—Mechanical Engineering)

Jason Steuerwalt, CFA
Sr. Research Analyst, Principal

Previously with Hall Capital Partners

Brown University (BA—Economics, Political Science)

Kiko Vallarta, CFA
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)

 

The Litman Gregory AdvisorIntelligence Team 

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

Chad Perbeck

Peter Sousa

Eric Russell Figueroa

Jennifer Yacoube

Alice Lowenstein

Chad V. Perbeck, CIMA®
Sr. Research Consultant


Email

925.253.5245

Peter Sousa, CIMA®
Director of Portfolio Strategies, Principal

Email

925.253.5257

Eric Figueroa, CFP®
Associate Content Manager

Email

925.253.5279

Jennifer Yacoube, CFP®
Research Consulting Associate

Email

925.253.5271

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

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