Joshua U. Weiss
Profile
Prior to joining Litman/Gregory in 1997 and became Partner in 2001.
Prior to that, he was an Assistant Portfolio Manager in Bank of America's Investment Management Division, where he engaged in equity research and provided portfolio management support for high net worth individuals and endowments.
Mr. Weiss is a graduate of Wesleyan University where he earned his BA in Government.
Former positions of Joshua U. Weiss
| Companies | Position | End |
|---|---|---|
| Banc of America Capital Management LLC | Portfolio Manager-Equities | 1996-12-31 |
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. | Chief Investment Officer | - |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Banc of America Capital Management LLC | Finance |
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- Joshua U. Weiss
