Company Profile
Status:Inactive
Industry:Financial Services, Financial Advisor, Periodical Publishers
Doing business as:LITMAN/GREGORY & COMPANY
LITMAN GREGORY & CO
Litman,gregory & Company
Litman/Gregory & Company, LLC
Registration:May 27, 1986
Site:litmangregory.com
Phone:
Description:The Litman Gregory companies are driven by our commitment to in-depth, independent research of managers and asset classes. Our investment management business has served high-net-worth individuals and nonprofits since 1987. We are also the advisors to the Litman Gregory Masters Funds, provide Litman Gregory Portfolio Strategies on turn-key asset management platforms, and publish investment research for investment professionals through AdvisorIntelligence.com. In 2008, we received the Schwab...
State ID:C1191544
Members (3):John Coughlan / Chief Operating Officer Craig Litman / Manager Douglas Dooley / Solutions Architect
SIC:9999 - Nonclassifiable Establishments
SIC6:628200 - Investment advisory services
Founded:1987
Specialties:Asset management, investment research, global asset allocation, manager selection, fund of managers, managed portfolios, wrap programs, mutual funds.
Company size:51-200 employees
Former Employees
| Position at Litman Gregory | Next job position | |
|---|---|---|
| Alexis Barker | Associate, Private Client GroupSince Jun 2011 |
|
| Angela Kim | Associate, Private Client GroupSince Jan 2012 |
|
| Baie Netzer, Cfa, Cfp | Senior Research AnalystJan 2005 - Oct 2010 |
HighMark Capital ManagementDirector, Manager Research Since Oct 2010 |
| Brian Linn | Operations Analyst and Limited Partnership AdministratorDec 2008 - Dec 2010 |
California Earthquake AuthorityBusiness Analyst Since Jul 2013 |
| Cara Feletar | Administrative AssistantMay 2010 - Jan 2011 |
Shine A Light Sober ServicesPersonal Recovery Coach/Marketing Director Since Jul 2011 |
| Carol Francisco | Office Manager Office Mgr. |
|
| Carrie Bosley | Client Services1998 - 2002 |
Town of GilbertHuman Resources Director Since May 2012 |
| Charlotte Johnson | Administrative Assistant, Private Client GroupJun 2011 - Jun 2012 |
|
| Chris Wheaton | Partner Managing Partner, Senior Investment AdvisorSince Jul 1997 |
|
| Craig Keller | PartnerSince Jan 2003 |
|
| Diane Ziesing | ControllerSince 2008 |
Daraja Academy/Carr Educational FoundationBoard Treasurer Since Jan 2012 |
| Edward Dunn | Research Associate2013 - 2013 |
|
| Elaine Ormonde-Hua | Marketing CoordinatorSince May 2007 |
|
| Eugenia Churchill | Manager of Partnership ServicesJan 2001 - Feb 2011 Senior Partnership AdministratorJan 1998 - Jan 2001 |
Capital Advantage, Inc.Client Service Advisor Since Sep 2011 |
| Gina Bondanza | Client ServicesJan 2011 - May 2011 |
Pacific Pulmonary ServicesLearning and Development Services Administrator Since May 2011 |
| Gretchen Hollstein | Partner, Senior Investment AdvisorSince Sep 2005 |
|
| Jack Chee | Partner, Senior Research AnalystSince Oct 2000 |
|
| Janie Gu | Asset Management InternJun 2011 - Aug 2011 |
|
| Jeffrey Pasquini | Portfolio AdministratorSince Sep 2010 |
|
| Jeffrey Pasquini | Portfolio AdministratorSep 2010 - Nov 2011 |
Apex Capital, LLCOperations Associate Since Jun 2011 |
| Jennifer Ceccarelli | Chief Compliance Officer, Chief Operations Officer Investment Management Service Group, PartnerSince Jul 1994 Compliance OfficerSep 2003 - Dec 2008 |
|
| Jessica Jorrie | Managed Portfolios AssociateOct 2009 - May 2011 |
UC Hastings College of the LawJD Candidate Since Aug 2011 |
| John Formanek | Investment Research & Strategy AssociateJan 2005 - Oct 2006 |
|
| Josh Weiss | Partner/Co-Chief Investment Officer1997 - 2009 |
Weiss Capital Partners, LLCOwner |