Gretchen Carol Hollstein
Gestionnaire de Portefeuille-Actions chez Litman Gregory Wealth Management LLC
Profil
Ms. Gretchen C.
Hollstein is a Managing Director & Senior Advisor at Litman Gregory Wealth Management LLC.
She joined the firm in 2005 and became a principal in 2010.
She provides investment advisory services to individuals, family groups, foundations, endowments, and group retirement plans.
Her experience includes extensive work in personal financial analysis, asset allocation, and retirement planning.
Prior to joining Litman Gregory, Ms. Hollstein served as Portfolio Manager with Bay Isle Investment Advisors, and previously as Vice President with Fremont Investment Advisors (a division of the Bechtel family office).
Ms. Hollstein is a graduate of the University of California – Santa Barbara (BA – Business Economics, BA – Psychology).
She is a Certified Financial Planner and has served as Board Chairperson for the Financial Planning Association of San Francisco.
Postes actifs de Gretchen Carol Hollstein
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2005 |
Anciens postes connus de Gretchen Carol Hollstein
| Sociétés | Poste | Fin |
|---|---|---|
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Gestionnaire de Portefeuille-Actions | 31/12/2004 |
Fremont Investment Advisors, Inc.
 Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | Corporate Officer/Principal | - |
Formation de Gretchen Carol Hollstein
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
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| Entreprise privées | 3 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Based in San Francisco, Fremont Investment Advisors offers a family of no-load mutual funds to retail and institutional investors and provides portfolio management services to retirement plans, high net worth individuals and institutional investors. Sub-advisors manage the majority of the Fremont funds. | 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 |
