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Perfil
Rajat Jain worked as a Vice President at Montgomery Asset Management Corp.
and as a Senior Research Analyst at Litman Gregory Wealth Management LLC.
He also worked as an Associate Director at Rogers Casey & Associates.
Jain was the Director of Portfolio Management at iM Global Partner Fund Management LLC from 2020 to 2022.
Jain holds an MBA from the University of South Carolina and an undergraduate degree from St. Stephens College.
Antiguos cargos conocidos de Rajat Jain.
| Empresas | Cargo | Fin |
|---|---|---|
iM Global Partner Fund Management LLC
 iM Global Partner Fund Management LLC Investment ManagersFinance iMGPFM seeks to add value to the Funds they manage through their in-depth investment manager research, which they use to find investment managers who they believe can outperform their appropriate benchmarks and peer groups over the long-term. The firm’s underlying investment philosophy demands that their manager selections be based on a very high level of conviction, so their focus on investment research is a fundamental aspect of their investment services. | Gestor de Cartera-Acciones | 01/03/2022 |
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. | Analyst-Equity | 01/09/2021 |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Rogers Casey & Associates
 Rogers Casey & Associates Investment ManagersFinance Investment consulting and advisory firm | Corporate Officer/Principal | - |
Formación de Rajat Jain.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
47
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
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 |
Rogers Casey & Associates
Rogers Casey & Associates Investment ManagersFinance Investment consulting and advisory firm | Finance |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services | Finance |
St. Stephens College
 St. Stephens College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
iM Global Partner Fund Management LLC
iM Global Partner Fund Management LLC Investment ManagersFinance iMGPFM seeks to add value to the Funds they manage through their in-depth investment manager research, which they use to find investment managers who they believe can outperform their appropriate benchmarks and peer groups over the long-term. The firm’s underlying investment philosophy demands that their manager selections be based on a very high level of conviction, so their focus on investment research is a fundamental aspect of their investment services. | Finance |
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