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Kiko Vallarta
Portefeuillebeheerder-Aandelen bij iM Global Partner Fund Management LLC
Profiel
Kiko Vallarta is currently working as a Senior Vice President at iM Global Partner Fund Management LLC.
Previously, he worked as a Senior Research Analyst at Litman Gregory Wealth Management LLC from 2012 to 2021.
Mr. Vallarta completed his undergraduate degree at San Diego State University and his graduate degree at St. Mary's College of California.
Actieve functies van Kiko Vallarta
Bedrijven | Functie | Begin |
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iM Global Partner Fund Management LLC
![]() iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals. | Portefeuillebeheerder-Aandelen | 01-10-2021 |
Eerdere bekende functies van Kiko Vallarta
Bedrijven | Functie | Einde |
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Litman Gregory Wealth Management LLC
![]() Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01-10-2021 |
Opleiding van Kiko Vallarta
San Diego State University | Undergraduate Degree |
St. Mary's College of California | Graduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Litman Gregory Wealth Management LLC
![]() Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
iM Global Partner Fund Management LLC
![]() iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals. | Finance |