Jason Steuerwalt, CFA
iMGP Fund Management – Asset Management | Director – Portfolio Management, Head of Alternative Strategies
Jason joined Litman Gregory in 2013. His primary responsibilities include selecting and monitoring investment managers, with a focus on alternatives and the PartnerSelect Alternative Strategies Fund. Jason’s analysis appears regularly on AdvisorIntelligence. He holds the Chartered Financial Analyst® (CFA®) designation. Prior to joining Litman Gregory, Jason worked at Hall Capital Partners, focusing on absolute return hedge funds and opportunistic/ private credit strategies.
Specialties
- Alternative Strategies
- Private Equity
- Private Credit
Achievements & Credentials
- Brown University (B.A., Economics)
- Chartered Financial Analyst (CFA®)
Personal Obsessions
- Enjoying San Francisco with my wife and daughter
- Furiously trying to get through the hundreds of accumulated history, investment, sports, and Star Wars podcasts on my phone
- Golden State Warriors