Kiko joined Litman Gregory’s research team in 2012. . He is responsible for manager selection and oversight, asset class research and other analytical support across Litman Gregory’s investment research capabilities. His work appears regularly on AdvisorIntelligence. Prior to LGAM, 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

• ETFs
• Data-related Research
• 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 daughter
• Taking my pug to the park
• Working on my golf game

Contact

Kiko.Vallarta@lgam.com | Connect on LinkedIn