Alice Lowenstein

Chief Operating Officer at

Impactassets, Inc.

Finance

Commercial Services

Consumer Services

Profile

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.

Alice Lowenstein active positions

Companies	Position	Start
Impactassets, Inc. Impactassets, Inc. Insurance Brokers/ServicesFinance Provides insurance and financial services	Chief Operating Officer	2023-01-25

All active positions of Alice Lowenstein

Former positions of Alice Lowenstein

Companies	Position	End
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.	Portfolio Manager-Equities	2021-05-31
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Public Communications Contact	2006-12-30
MORNINGSTAR, INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	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