Alice Lowenstein
Directeur des opérations chez Impactassets, Inc.
Profil
Alice Lowenstein is currently the Chief Operating Officer at Impactassets, Inc. She previously worked as the Managing Director & Principal at Litman Gregory Wealth Management LLC from 2011 to 2021.
Prior to that, she held positions at Morningstar, Inc. and FMR LLC.
Ms. Lowenstein received her undergraduate degree from Stephens College.
Postes actifs de Alice Lowenstein
| Sociétés | Poste | Début |
|---|---|---|
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Directeur des opérations | 26/01/2023 |
Anciens postes connus de Alice Lowenstein
| Sociétés | Poste | Fin |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | 01/06/2021 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Public Communications Contact | 31/12/2006 |
| MORNINGSTAR, INC. | Corporate Officer/Principal | - |
Formation de Alice Lowenstein
| Stephens College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MORNINGSTAR, INC. | Finance |
| Entreprise privées | 3 |
|---|---|
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Impactassets, Inc.
Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Finance |
