Perfil
Alice Lowenstein is currently the Chief Operating Officer at Impactassets, Inc. She previously worked as the Managing Director & Principal at Litman Gregory Wealth Management LLC from 2011 to 2021.
Prior to that, she held positions at Morningstar, Inc. and FMR LLC.
Ms. Lowenstein received her undergraduate degree from Stephens College.
Cargos activos de Alice Lowenstein
| Empresas | Cargo | Inicio |
|---|---|---|
Impactassets, Inc.
Impactassets, Inc. Insurance Brokers/ServicesFinance Provides insurance and financial services | Director de Operaciones | 26/01/2023 |
Antiguos cargos conocidos de Alice Lowenstein.
| Empresas | Cargo | Fin |
|---|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Gestor de Cartera-Acciones | 01/06/2021 |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Public Communications Contact | 31/12/2006 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Formación de Alice Lowenstein.
Experiencias
Funciones ocupadas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
Morningstar, Inc.
Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Stephens College
Stephens College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Impactassets, Inc.
Impactassets, Inc. Insurance Brokers/ServicesFinance Provides insurance and financial services | Finance |
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