Alice Lowenstein, CFP®
Managing Director, Principal

Alice joined Litman Gregory Asset Management in 2008, became a principal in the firm in 2011, and is a member of the firm’s Executive Team. She 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 worked at Fidelity Investments and Morningstar.

Achievements & Credentials

  • Stephens College
  • Certified Financial Planner (CFP®)
  • Charles Schwab Leadership Program (2017)
  • Reviewer for the Journal of Financial Planning

Personal Obsessions

  • Book and paper arts
  • Apple season
  • Litman Gregory clients and people

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