Profilo
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.
Posizioni attive di Alice Lowenstein
| Società | Posizione | Inizio |
|---|---|---|
Impactassets, Inc.
Impactassets, Inc. Insurance Brokers/ServicesFinance Provides insurance and financial services | Direttore operativo | 26/01/2023 |
Precedenti posizioni note di Alice Lowenstein
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/06/2021 |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Public Communications Contact | 31/12/2006 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Formazione di Alice Lowenstein
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
















