We are committed to providing a deep team of experienced professionals to support our clients’ financial success in the decades and generations to come. Below, we share news of the recent advancements and industry accolades within the Litman Gregory team.
Chris Wheaton Recognized on 2021 Forbes Best-in-State Wealth Advisors List
Senior Advisor Chris Wheaton, CPA, CFP® has been named again by Forbes as one of the 2021 Best-in-State Wealth Advisors. This annual list spotlights top advisors from across the country who have demonstrated high levels of ethical standards and success in the business.
Gretchen Hollstein Recognized on 2021 Forbes Best-in-State Wealth Advisors & Forbes Top Women Wealth Advisors Lists
Senior Advisor Gretchen Hollstein, CFP® has been named again by Forbes as one of the 2021 Best-in-State Wealth Advisors. Gretchen has also once again been named to the Forbes list of 2021 Top Women Wealth Advisors, which features 1,000 advisors from across the country who have demonstrated exemplary client service and achieved success in the wealth management business.
Jared Noland Promoted to Senior Wealth Management Analyst
Since joining the wealth management team in 2015, Jared Noland, CFA, CFP® has worked closely with Litman Gregory’s Advisors to provide customized financial planning projections and portfolio analysis for our clients and prospective clients. Not long after joining the company, Jared earned his CFP® designation, and over the years he has steadily deepened and expanded his understanding of the firm’s research, portfolios and wealth planning services.
Kiko Vallarta Promoted to Senior Research Analyst
As a Senior Research Analyst, Kiko Vallarta, CFA will share responsibilities with the other Senior Analysts for developing and communicating our research positions, monitoring existing PartnerSelect and other third-party fund managers, and leading new manager due diligence efforts. Kiko also has primary responsibility on the research team for data analysis.
Josh Fredricks Promoted to Senior Operations Associate
Since transitioning to an Operations role in 2019, Josh Fredricks has been supporting the Private Funds Group to service our clients’ private alternative investments and assist with various key operational processes including account reconciliation, index updates, client reporting, and trading. In addition to his extensive cross-training, Josh has strengthened Client Service and Private Funds functions overall by regularly making suggestions, streamlining processes, updating procedures, and assisting with colleague training.
Year-End 2022 Investment Commentary
Though global stock and bond markets saw positive returns during the fourth quarter, the year closed as one of the most difficult and volatile in the financial markets’ recent history. In this year-end commentary, we reflect on this past year and provide our investment outlook for 2023 and beyond. We cover opinions on the potential of recession, inflation and interest rate trends, global stock and bond market valuations, as well as potential return within our economic scenario analyses. We invite you to read this comprehensive review and reach out to your advisor with any questions.
Litman Gregory Advisors In the News
We are proud to have had senior advisors Chris Wheaton and Gretchen Hollstein recently interviewed and quoted by both local and national news publications in stories about investment and charitable planning strategies. In this post we share their quotes and links to the articles.
Research Update: Opportunities in Private Equity
Through in-depth due diligence that identifies high quality investment vehicles offering potential for long-term capital growth, attractive diversification and lower minimums, we have found effective ways for our clients to take advantage of PE investments.