Our Team

Alice Lowenstein, CFP®
Managing Director, Investment Management Services, Principal

Alice joined Litman Gregory Asset Management in 2008 and became a principal in the firm in 2011. She is a member of the firm’s Executive Team. Alice oversees Litman Gregory’s Investment Management Services (IMS) group which encompasses wealth management and institutional advisory services. In addition, Alice provides executive oversight of the Advisor Services group, which includes turnkey portfolios for investment professionals and AdvisorIntelligence, a web-based research service for professionals. Prior to joining Litman Gregory, Alice was a Vice President with Fidelity Investments and held a variety of roles at Morningstar including Associate Editor and Analyst. Alice is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is a reviewer for the Journal of Financial Planning.

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