Kiko Vallarta, CFA
iMGP Fund Management – Asset Management | Director, Head of Equity Strategies
Kiko joined Litman Gregory’s research team in 2012. He is responsible for manager selection and oversight and asset class research. His work appears regularly on AdvisorIntelligence. Prior to LGWM, Kiko was an Associate at a San Diego-based registered investment advisor, providing investment analysis and client support to their team of investment advisors.
Specialties
- Equity Asset Class Analysis
- Manager Due Diligence
Achievements & Credentials
- San Diego State University (B.S., Finance)
- St. Mary’s College of California (M.S., Financial Analysis and Investment Management, with honors)
- Chartered Financial Analyst (CFA®)
Personal Obsessions
- Spending time with my wife and kids
- Working on my golf game