Our Team

Jason Steuerwalt, CFA
Senior Research Analyst

Jason joined Litman Gregory in 2013. His primary responsibilities include selecting and monitoring investment managers, with a focus on alternatives and the Litman Gregory Masters 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

Contact

Jason.Steuerwalt@lgam.com | Connect on LinkedIn

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