John Michael Baxman
Portfolio Manager-Equities at Litman Gregory Wealth Management LLC
John Michael Baxman active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2008-12-31 | - |
Career history of John Michael Baxman
Former positions of John Michael Baxman
| Companies | Position | Start | End |
|---|---|---|---|
| Fidelity Investment Trust | Corporate Officer/Principal | - | - |
Training of John Michael Baxman
| Sonoma State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 2 |
| Miscellaneous | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
| Fidelity Investment Trust | Miscellaneous |
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 |
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