Career history of Rajat Jain
Former positions of Rajat Jain
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2019-12-31 | 2022-02-28 |
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 | 2002-12-31 | 2021-08-31 |
| Analyst-Fixed Income | 2002-12-31 | 2021-08-31 | |
| Portfolio Manager-Equities | 2002-12-31 | 2021-08-31 | |
Montgomery Asset Management Corp.
 Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Corporate Officer/Principal | - | - |
| Rogers Casey & Associates | Corporate Officer/Principal | - | - |
Training of Rajat Jain
| St. Stephens College | Undergraduate Degree |
| University of South Carolina | Masters Business Admin |
Statistics
International
| United States | 5 |
| Canada | 2 |
| India | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
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 |
Montgomery Asset Management Corp.
Montgomery Asset Management Corp. Investment ManagersFinance Montgomery Asset Management Corp. provides financial consulting services. The company is headquartered in Vancouver, Canada. | Finance |
| Rogers Casey & Associates | 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 |
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