![Alice Lowenstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alice Lowenstein
Geschäftsführer bei
Impactassets, Inc.
Profil
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.
Aktive Positionen von Alice Lowenstein
| Unternehmen | Position | Beginn |
|---|---|---|
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance Provides insurance and financial services | Geschäftsführer | 26.01.2023 |
Ehemalige bekannte Positionen von Alice Lowenstein
| Unternehmen | Position | Ende |
|---|---|---|
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-Aktien | 01.06.2021 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Public Communications Contact | 31.12.2006 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Ausbildung von Alice Lowenstein
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
37
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
