Litman Gregory
Industry: Company
DescriptionFounded: 1987 Parent organization: Litman Gregory Capital Partners, LLC Subsidiary: Litman Gregory Research, Inc.
Litman Gregory List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Litman Gregory. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Litman Gregory Salaries. You can even request information on how much does Litman Gregory pay if you want to. Learn about salaries, pros and cons of working for Litman Gregory directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
27 Litman Gregory employees in database. Find out everything there's to know about Litman Gregory employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Litman Gregory Employees
Employee
Years
Job
Industry
Lesley E. Cannan, CFP® Lesley E. Cannan, CFP®'s Litman Gregory Experience December 2012 - Present
Job Investment Advisor at Litman Gregory Asset Management
Industry Investment Management
Experience
Litman Gregory December 2012 - Present
Fidelity Investments March 2010 - December 2012
Independent Consulting May 2005 - February 2010
Core Asset Management Company February 1998 - May 2005
Skills
Wealth Preservation..., Asset Allocation, Tax Efficiency, Risk Management, Alternative Investments, Retirement Income..., Portfolio Management, Personal Financial..., Insurance, Charitable Gift Planning, Small Business, Helping Clients Succeed, Account Management, Investment Advisory, Wealth Management, Multi-generational...
Education
San Francisco State University 2010 — 2011
Executive Certificate in Financial Planning
University of Montana 1993 — 1997
BA, Liberal Studies
California State University-Sacramento 1991 — 1993
Physical Therapy
Litman Gregory December 2012 - Present
Fidelity Investments March 2010 - December 2012
Independent Consulting May 2005 - February 2010
Core Asset Management Company February 1998 - May 2005
Skills
Wealth Preservation..., Asset Allocation, Tax Efficiency, Risk Management, Alternative Investments, Retirement Income..., Portfolio Management, Personal Financial..., Insurance, Charitable Gift Planning, Small Business, Helping Clients Succeed, Account Management, Investment Advisory, Wealth Management, Multi-generational...
Education
San Francisco State University 2010 — 2011
Executive Certificate in Financial Planning
University of Montana 1993 — 1997
BA, Liberal Studies
California State University-Sacramento 1991 — 1993
Physical Therapy
Craig Litman Craig Litman's Litman Gregory Experience 1987 - Present
Job Managing Principal at Litman Gregory
Industry Financial Services
Experience
Litman Gregory 1987 - Present
Skills
Investments, Portfolio Management, Asset Management, Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (JD)
Golden Gate University
Master of Business Administration (MBA)
Litman Gregory 1987 - Present
Skills
Investments, Portfolio Management, Asset Management, Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
William Mitchell College of Law
Doctor of Law (JD)
Golden Gate University
Master of Business Administration (MBA)
Katrina Birrell Katrina Birrell's Litman Gregory Experience 2013 - Present
Job Institutional Client Services Manager at Litman Gregory
Industry Financial Services
Experience
Litman Gregory 2013 - Present
Campbell and Company February 2012 - 2013
T. Rowe Price June 2004 - January 2012
T. Rowe Price January 2003 - June 2004
T. Rowe Price July 2000 - January 2003
Skills
Relationship Management, Institutional Sales, Investments, Wealth Management, Retirement, Mutual Funds, Series 7, Asset Allocation, Series 63, Financial Services, Management, Analysis, Leadership, Fixed Annuities, 401k, Training, Insurance, Strategy, Sales Management, Securities, Asset Managment, Equities, Fixed Income, Series 3, Managed Futures
Education
University of Nottingham 1993 — 1997
B.S. (Hons), Zoology
Manchester Metropolitan University 1998 — 1999
PG Dip, Marketing Management
Litman Gregory 2013 - Present
Campbell and Company February 2012 - 2013
T. Rowe Price June 2004 - January 2012
T. Rowe Price January 2003 - June 2004
T. Rowe Price July 2000 - January 2003
Skills
Relationship Management, Institutional Sales, Investments, Wealth Management, Retirement, Mutual Funds, Series 7, Asset Allocation, Series 63, Financial Services, Management, Analysis, Leadership, Fixed Annuities, 401k, Training, Insurance, Strategy, Sales Management, Securities, Asset Managment, Equities, Fixed Income, Series 3, Managed Futures
Education
University of Nottingham 1993 — 1997
B.S. (Hons), Zoology
Manchester Metropolitan University 1998 — 1999
PG Dip, Marketing Management
Golzar Rassouli Golzar Rassouli's Litman Gregory Experience December 2013 - Present
Job Associate, Private Client Group at Litman Gregory
Industry Financial Services
Experience
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Litman Gregory December 2013 - Present
Wells Fargo September 2011 - March 2013
Morgan Stanley Wealth Management June 2012 - August 2012
San Rafael Chamber of Commerce August 2010 - September 2010
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communications
Novato High School
Nicholas Ahn's Litman Gregory Experience September 2014 - December 2014
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Guyette Leadership Fellows January 2014 - Present
Litman Gregory September 2014 - December 2014
AssetMark June 2014 - August 2014
Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society
Valley Christian High School 2007 — 2011
Duff & Phelps July 2015 - Present
Guyette Leadership Fellows January 2014 - Present
Litman Gregory September 2014 - December 2014
AssetMark June 2014 - August 2014
Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society
Valley Christian High School 2007 — 2011
Eric R. Figueroa Eric R. Figueroa's Litman Gregory Experience June 2013 - Present
Job Investment Research Publishing Intern
Industry Online Media
Experience
Litman Gregory June 2013 - Present
Strategy Foresight Partnership LLP May 2011 - September 2011
CFAR-m October 2010 - September 2011
Walmart July 2003 - July 2010
Fighting Ant Productions June 2008 - June 2008
Skills
Business Strategy, General Morphological..., Management Consulting, Artificial Neural..., Inventory Management, Financial Accounting, Microsoft Office, Analytic Hierarchy..., Video Production, Sound Engineering, Music Production, Film Theory, Screenwriting, Adobe Creative Suite
Education
San Francisco State University 2011 — 2012
Master of Business Administration (MBA)
Université de Nice-Sophia Antipolis 2011 — 2012
Master in International Business (MIB)
Université de Nice-Sophia Antipolis 2010 — 2011
Graduate Degree in Business Administration (GDBA)
San Francisco State University 2005 — 2008
Bachelor of Arts (BA)
Litman Gregory June 2013 - Present
Strategy Foresight Partnership LLP May 2011 - September 2011
CFAR-m October 2010 - September 2011
Walmart July 2003 - July 2010
Fighting Ant Productions June 2008 - June 2008
Skills
Business Strategy, General Morphological..., Management Consulting, Artificial Neural..., Inventory Management, Financial Accounting, Microsoft Office, Analytic Hierarchy..., Video Production, Sound Engineering, Music Production, Film Theory, Screenwriting, Adobe Creative Suite
Education
San Francisco State University 2011 — 2012
Master of Business Administration (MBA)
Université de Nice-Sophia Antipolis 2011 — 2012
Master in International Business (MIB)
Université de Nice-Sophia Antipolis 2010 — 2011
Graduate Degree in Business Administration (GDBA)
San Francisco State University 2005 — 2008
Bachelor of Arts (BA)
Monica Munoz, CFP® Monica Munoz, CFP®'s Litman Gregory Experience October 2007 - Present
Job Investment Advisor Litman Gregory Asset Management
Industry Financial Services
Experience
Litman Gregory October 2007 - Present
Paul Financial LLC June 2005 - September 2007
Alders Financial Solutions June 2000 - June 2005
Skills
Asset Managment, Retirement Planning, Customer Service, Mortgage Lending, Microsoft Office, Microsoft Excel, PowerPoint
Education
Sonoma State University
Bachelor of Science, Business (Finance)
UC Berkeley 2010 — 2012
Certificate, Professional Sequence in Personal Financial Planning
Litman Gregory October 2007 - Present
Paul Financial LLC June 2005 - September 2007
Alders Financial Solutions June 2000 - June 2005
Skills
Asset Managment, Retirement Planning, Customer Service, Mortgage Lending, Microsoft Office, Microsoft Excel, PowerPoint
Education
Sonoma State University
Bachelor of Science, Business (Finance)
UC Berkeley 2010 — 2012
Certificate, Professional Sequence in Personal Financial Planning
Peter Sousa Peter Sousa's Litman Gregory Experience April 2012 - Present
Job Research Product Manager
Industry Financial Services
Experience
Litman Gregory April 2012 - Present
Blackrock Financial December 2010 - March 2012
Lehman Brothers / Credit Suisse June 2005 - December 2010
Education
Saint Mary's College Graduate Business 2010 — 2011
Masters, Financial Analysis and Investment Management
Saint Mary's College 1996 — 2000
Bachelor, Business Administration
Litman Gregory April 2012 - Present
Blackrock Financial December 2010 - March 2012
Lehman Brothers / Credit Suisse June 2005 - December 2010
Education
Saint Mary's College Graduate Business 2010 — 2011
Masters, Financial Analysis and Investment Management
Saint Mary's College 1996 — 2000
Bachelor, Business Administration
JP Musgrove JP Musgrove's Litman Gregory Experience September 2013 - Present
Job Research Operations Manager at Litman Gregory
Industry Investment Management
Experience
Litman Gregory September 2013 - Present
Litman Gregory August 2011 - Present
SMART Program, Inc. January 2010 - Present
St. Mary's College of California May 2011 - August 2014
De La Salle High School January 2011 - October 2011
Mass Mutual July 2008 - January 2010
Burr, Pilger & Mayer LLP June 2007 - June 2008
S&Y Asset Management 2005 - 2007
Skills
Financial Literacy..., Staff Development, Investments, Public Speaking, Non-profits, Nonprofits, Management, Leadership, Community Outreach
Education
Saint Mary's College of California 2003 — 2007
Business Administration, Finance, Accounting, Marketing
Litman Gregory September 2013 - Present
Litman Gregory August 2011 - Present
SMART Program, Inc. January 2010 - Present
St. Mary's College of California May 2011 - August 2014
De La Salle High School January 2011 - October 2011
Mass Mutual July 2008 - January 2010
Burr, Pilger & Mayer LLP June 2007 - June 2008
S&Y Asset Management 2005 - 2007
Skills
Financial Literacy..., Staff Development, Investments, Public Speaking, Non-profits, Nonprofits, Management, Leadership, Community Outreach
Education
Saint Mary's College of California 2003 — 2007
Business Administration, Finance, Accounting, Marketing
Elaine Ormonde-Hua Elaine Ormonde-Hua's Litman Gregory Experience May 2007 - Present
Job Marketing Manager, Project Management, Digital
Industry Marketing and Advertising
Experience
Litman Gregory May 2007 - Present
San Francisco Chronicle July 2002 - May 2007
Ernst & Young February 2002 - July 2002
San Francisco Chronicle November 2000 - November 2001
Skills
Marketing, Digital Marketing, Social Media, Retargeting, Advertising, Project Management, Editing, Remarketing, Marketing Strategy, Online Advertising, Marketing Communications, Brand Management, Marketing Research, Press Releases, Publishing, WordPress, Website Creation, Microsoft CRM, Business Strategy
Education
UC Berkeley, Extension 2010 — 2011
Professional Certificate, earned with distinction, Marketing
Simpson University 1996 — 2000
Bachelor of Arts, English
Litman Gregory May 2007 - Present
San Francisco Chronicle July 2002 - May 2007
Ernst & Young February 2002 - July 2002
San Francisco Chronicle November 2000 - November 2001
Skills
Marketing, Digital Marketing, Social Media, Retargeting, Advertising, Project Management, Editing, Remarketing, Marketing Strategy, Online Advertising, Marketing Communications, Brand Management, Marketing Research, Press Releases, Publishing, WordPress, Website Creation, Microsoft CRM, Business Strategy
Education
UC Berkeley, Extension 2010 — 2011
Professional Certificate, earned with distinction, Marketing
Simpson University 1996 — 2000
Bachelor of Arts, English
Alistair Savides, CFA Alistair Savides, CFA's Litman Gregory Experience September 2013 - Present
Job Research Associate at Litman Gregory
Industry Financial Services
Experience
Litman Gregory September 2013 - Present
Haas School of Business August 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
The Principia Corporation September 2007 - July 2011
StraightLine September 2004 - August 2007
Skills
Investments, Financial Modeling, Hedge Funds, Strategic Planning, Equities, Due Diligence, Portfolio Management, Investment Management, Financial Analysis, Business Strategy, Entrepreneurship, Microsoft Excel, Alternative Investments, Investment Strategies
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Finance, General
Principia College 2000 — 2004
Bachelor of Arts, Economics and Political Science (International Relations)
Litman Gregory September 2013 - Present
Haas School of Business August 2011 - May 2013
RBC Capital Markets June 2012 - August 2012
The Principia Corporation September 2007 - July 2011
StraightLine September 2004 - August 2007
Skills
Investments, Financial Modeling, Hedge Funds, Strategic Planning, Equities, Due Diligence, Portfolio Management, Investment Management, Financial Analysis, Business Strategy, Entrepreneurship, Microsoft Excel, Alternative Investments, Investment Strategies
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Finance, General
Principia College 2000 — 2004
Bachelor of Arts, Economics and Political Science (International Relations)
Chris Gunther's Litman Gregory Experience June 2015 - August 2015
Job Summer Intern at Litman Gregory
Industry Investment Management
Experience
Yale University January 2014 - Present
Litman Gregory June 2015 - August 2015
Saint Ignatius College Preparatory June 2013 - June 2014
Twin Cities Little League April 2007 - July 2010
Catholic Youth Organization (CYO) November 2009 - February 2010
St. Patrick School September 2008 - June 2009
Skills
Customer Service, Stata, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Writing, Economics
Education
Yale University 2013 — 2017
Bachelor of Arts (B.A.) (Pursuing), Economics, 3.83/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics, A-, A+
Saint Ignatius College Preparatory 2009 — 2013
High School Diploma, 4.522/4.0 (weighted)
Yale University January 2014 - Present
Litman Gregory June 2015 - August 2015
Saint Ignatius College Preparatory June 2013 - June 2014
Twin Cities Little League April 2007 - July 2010
Catholic Youth Organization (CYO) November 2009 - February 2010
St. Patrick School September 2008 - June 2009
Skills
Customer Service, Stata, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Writing, Economics
Education
Yale University 2013 — 2017
Bachelor of Arts (B.A.) (Pursuing), Economics, 3.83/4.0
The London School of Economics and Political Science (LSE) 2013 — 2013
Economics, A-, A+
Saint Ignatius College Preparatory 2009 — 2013
High School Diploma, 4.522/4.0 (weighted)
Robert Fong's Litman Gregory Experience 2002 - 2007
Job Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2007 - Present
Litman Gregory 2002 - 2007
Lawrence Johnson & Associates 1999 - 2002
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Valuation
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Franklin Templeton Investments 2007 - Present
Litman Gregory 2002 - 2007
Lawrence Johnson & Associates 1999 - 2002
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Valuation
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Chad V. Perbeck's Litman Gregory Experience January 2015 - Present
Job Senior Research Consultant at Litman Gregory
Industry Investment Management
Experience
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Camila Mize Camila Mize's Litman Gregory Experience February 2015 - Present
Job Research Consulting Associate at Litman Gregory
Industry Financial Services
Experience
Litman Gregory February 2015 - Present
Connolly Insight LP January 2011 - January 2015
Tefen April 2010 - December 2010
Merrill Lynch December 2009 - April 2010
Yale University April 2008 - January 2010
Education
Fordham University 2006 — 2010
BA & BS, Economics & Psychology
St. Ignatius College Prep
Litman Gregory February 2015 - Present
Connolly Insight LP January 2011 - January 2015
Tefen April 2010 - December 2010
Merrill Lynch December 2009 - April 2010
Yale University April 2008 - January 2010
Education
Fordham University 2006 — 2010
BA & BS, Economics & Psychology
St. Ignatius College Prep
Steve Disenhof Steve Disenhof's Litman Gregory Experience August 1998 - Present
Job
Industry Investment Management
Experience
Litman Gregory August 1998 - Present
Disenhof March 1990 - August 1998
Edgewood Day Treatment Program August 1983 - March 1990
Education
Heriot-Watt University 1995 — 1998
MBA
Boston University
MSW
Fair Lawn
Penn State University
BA & BS, Social Welfare & Psychology
Litman Gregory August 1998 - Present
Disenhof March 1990 - August 1998
Edgewood Day Treatment Program August 1983 - March 1990
Education
Heriot-Watt University 1995 — 1998
MBA
Boston University
MSW
Fair Lawn
Penn State University
BA & BS, Social Welfare & Psychology
Jared Noland, CFA's Litman Gregory Experience July 2015 - Present
Job Wealth Management Analyst at Litman Gregory
Industry Investment Management
Experience
Litman Gregory July 2015 - Present
Fan Asset Management, LLC January 2014 - June 2015
Fan Asset Management, LLC August 2005 - December 2013
Fan Asset Management, LLC January 2005 - July 2005
Skills
Portfolio Management, Equity Research, Financial Analysis, Financial Modeling, Performance Attribution, Investments, Valuation, Microsoft Excel, Trading
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2012
MBA, Finance, International Business
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science, Business Administration: Finance, Accounting. Minor in Economics
Litman Gregory July 2015 - Present
Fan Asset Management, LLC January 2014 - June 2015
Fan Asset Management, LLC August 2005 - December 2013
Fan Asset Management, LLC January 2005 - July 2005
Skills
Portfolio Management, Equity Research, Financial Analysis, Financial Modeling, Performance Attribution, Investments, Valuation, Microsoft Excel, Trading
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2012
MBA, Finance, International Business
California Polytechnic State University-San Luis Obispo 1999 — 2004
Bachelor of Science, Business Administration: Finance, Accounting. Minor in Economics
Alexey Veksler Alexey Veksler's Litman Gregory Experience September 2015 - Present
Job Mutual Fund Operations and Compliance at Litman Gregory
Industry Financial Services
Experience
Litman Gregory September 2015 - Present
Bellatore Financial, Inc. May 2015 - September 2015
Genworth Financial April 2013 - May 2015
Genwroth Financial April 2007 - April 2013
Skills
Fund Accounting, Asset Allocation, Strategic Financial..., Portfolio Management, Mutual Funds, Securities
Education
St. Mary's College of California 2001 — 2005
BS, Business Administration
Litman Gregory September 2015 - Present
Bellatore Financial, Inc. May 2015 - September 2015
Genworth Financial April 2013 - May 2015
Genwroth Financial April 2007 - April 2013
Skills
Fund Accounting, Asset Allocation, Strategic Financial..., Portfolio Management, Mutual Funds, Securities
Education
St. Mary's College of California 2001 — 2005
BS, Business Administration
Amanda Armstrong-Balitsky's Litman Gregory Experience April 2010 - Present
Job Compliance Manager at Litman Gregory
Industry Financial Services
Experience
Litman Gregory April 2010 - Present
Conifer Securities, LLC 2008 - April 2010
EAInvest Securities, Inc December 2006 - February 2008
E*TRADE Financial March 2004 - August 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
California State University-Sacramento 1999 — 2003
Litman Gregory April 2010 - Present
Conifer Securities, LLC 2008 - April 2010
EAInvest Securities, Inc December 2006 - February 2008
E*TRADE Financial March 2004 - August 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, FINRA Institute at the Wharton School
California State University-Sacramento 1999 — 2003
Gretchen Hollstein, CFP®'s Litman Gregory Experience September 2005 - Present
Job Principal, Senior Investment Advisor at Litman Gregory Asset Management
Industry Investment Management
Experience
Litman Gregory September 2005 - Present
Bay Isle Investment Advisors November 2001 - May 2005
Fremont Investment Advisors, Inc. August 1992 - August 2000
Bank of California, Trust Division August 1990 - August 1992
Skills
Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Investment Advisory, Investment Management
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts
University of California, Berkeley
Certificate in Personal Financial Planning
Litman Gregory September 2005 - Present
Bay Isle Investment Advisors November 2001 - May 2005
Fremont Investment Advisors, Inc. August 1992 - August 2000
Bank of California, Trust Division August 1990 - August 1992
Skills
Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Investment Advisory, Investment Management
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts
University of California, Berkeley
Certificate in Personal Financial Planning
Joshua Cheng, CFA®'s Litman Gregory Experience January 2015 - Present
Job Associate Research Consulting at Litman Gregory
Industry Financial Services
Experience
Litman Gregory January 2015 - Present
Litman Gregory January 2014 - December 2014
Daintree Advisors LLC March 2013 - January 2014
Daintree Advisors LLC January 2011 - February 2013
Tufts Medical Center May 2009 - May 2010
Bank of America September 2007 - April 2009
Pharos Capital Group LLC April 2007 - May 2007
Consumer Credit Counseling Service of San Francisco September 2005 - February 2007
Skills
Investment Consulting, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Loans, Investment Management, Mutual Funds, Leadership, Investments, Finance, Credit Analysis, Analysis, Financial Advisory, Wealth Management
Education
University of California, Berkeley
Bachelor's of Science, Business Administration, 3.83 GPA
University High School
Litman Gregory January 2015 - Present
Litman Gregory January 2014 - December 2014
Daintree Advisors LLC March 2013 - January 2014
Daintree Advisors LLC January 2011 - February 2013
Tufts Medical Center May 2009 - May 2010
Bank of America September 2007 - April 2009
Pharos Capital Group LLC April 2007 - May 2007
Consumer Credit Counseling Service of San Francisco September 2005 - February 2007
Skills
Investment Consulting, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Loans, Investment Management, Mutual Funds, Leadership, Investments, Finance, Credit Analysis, Analysis, Financial Advisory, Wealth Management
Education
University of California, Berkeley
Bachelor's of Science, Business Administration, 3.83 GPA
University High School
Melissa Lee's Litman Gregory Experience June 2012 - Present
Job Associate, Private Funds Group at Litman Gregory Asset Management, LLC
Industry Financial Services
Experience
Litman Gregory June 2012 - Present
Springhill Elementary Parent Faculty Club July 2011 - June 2012
Lafayette School District May 2011 - May 2012
Yes! for Excellent Lafayette Schools Measure B Initiative February 2011 - May 2011
Springhill Elementary PFC 2008 - 2011
Fidelity Investments July 1996 - September 2001
Affymetrix September 1991 - July 1994
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Operations Management
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Litman Gregory June 2012 - Present
Springhill Elementary Parent Faculty Club July 2011 - June 2012
Lafayette School District May 2011 - May 2012
Yes! for Excellent Lafayette Schools Measure B Initiative February 2011 - May 2011
Springhill Elementary PFC 2008 - 2011
Fidelity Investments July 1996 - September 2001
Affymetrix September 1991 - July 1994
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Operations Management
University of California, Santa Barbara 1985 — 1989
BA, Business Economics
Lorena Moudi's Litman Gregory Experience 2012 - 2013
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Janie Gu's Litman Gregory Experience June 2011 - August 2011
Job PRO Team at Uber
Industry Financial Services
Experience
Uber October 2014 - Present
Deutsche Bank July 2013 - September 2014
Deutsche Bank June 2012 - August 2012
FMV Opinions, Inc. December 2011 - April 2012
Litman Gregory June 2011 - August 2011
BayStreet Research, LLC June 2011 - August 2011
USDA June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Social Media Marketing, Microsoft Excel, Capital IQ, Investment Banking, Asset Management, Corporate Finance, Capital Markets, Equities
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics, Integrative Biology
Uber October 2014 - Present
Deutsche Bank July 2013 - September 2014
Deutsche Bank June 2012 - August 2012
FMV Opinions, Inc. December 2011 - April 2012
Litman Gregory June 2011 - August 2011
BayStreet Research, LLC June 2011 - August 2011
USDA June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Social Media Marketing, Microsoft Excel, Capital IQ, Investment Banking, Asset Management, Corporate Finance, Capital Markets, Equities
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics, Integrative Biology
Susan Denhart's Litman Gregory Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Litman Gregory Asset Management December 2009 - September 2012
Litman Gregory 2010 - 2012
Office Team - Village Associates May 2009 - November 2009
Office Team - Litman Gregory Asset Management October 2007 - July 2008
Education
Saint Mary's College
Bachelor of Science, Business Administration
Litman Gregory Asset Management December 2009 - September 2012
Litman Gregory 2010 - 2012
Office Team - Village Associates May 2009 - November 2009
Office Team - Litman Gregory Asset Management October 2007 - July 2008
Education
Saint Mary's College
Bachelor of Science, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY