Steve joined Litman Gregory in 1999, became a principal in 2003, and served as CEO from 2010 until 2021. Steve is currently Strategic Advisor to parent firm iM Global Partner, providing input on the management of the combined entity with a focus on enhancing the success of Litman Gregory. Prior to LGAM, Steve founded and served as executive director of both Value Line’s mutual fund research and electronic publishing divisions. Steve has nearly 40 years of experience in the investment industry.
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