Litman Gregory Asset Management was selected as the honoree for Outstanding Corporate Philanthropist (1-99 employees) for the East Bay Leadership Council’s 6th Annual Philanthropy Awards. The East Bay Philanthropy Awards are an opportunity to honor exemplary community-minded leaders, businesses, and service organizations that make the Easy Bay more vibrant.
Litman Gregory’s Charitable Partnership Program was recognized for its efforts on fighting homelessness through our support of SHELTER, Inc. of Contra Costa County and Compass Family Services in San Francisco.
Litman Gregory Research Team Featured in CityWire Magazine
Litman Gregory’s research team was recently featured on the cover of CityWire Magazine where they discuss our firm’s due diligence approach and what it takes for a portfolio manager to stand out from the crowd.
Litman Gregory’s Jason Steuerwalt and Peter Sousa Become Principals
We are happy to announce that Jason Steuerwalt, CFA and Peter Sousa have become principals of the firm.