Kiko Vallarta
Portfolio Manager-Equities at iM Global Partner Fund Management LLC
Profile
Kiko Vallarta is currently working as a Senior Vice President at iM Global Partner Fund Management LLC.
Previously, he worked as a Senior Research Analyst at Litman Gregory Wealth Management LLC from 2012 to 2021.
Mr. Vallarta completed his undergraduate degree at San Diego State University and his graduate degree at St. Mary's College of California.
Kiko Vallarta active positions
| Companies | Position | Start |
|---|---|---|
iM Global Partner Fund Management LLC
 iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals. | Portfolio Manager-Equities | 30/09/2021 |
Former positions of Kiko Vallarta
| Companies | Position | End |
|---|---|---|
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. | Analyst-Equity | 30/09/2021 |
Training of Kiko Vallarta
| San Diego State University | Undergraduate Degree |
| St. Mary's College of California | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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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 |
iM Global Partner Fund Management LLC
iM Global Partner Fund Management LLC Investment ManagersFinance iM Global Partner Fund Management LLC (iMGPFM) is a SEC-registered investment advisor headquartered in El Segundo, California. Formerly known as Litman Gregory Fund Advisors LLC, the firm is a wholly owned subsidiary of iM Global Partner US LLC, ultimately owned by Eurazeo SA (EPA: RF) in France. iMGPFM provides investment management services to (i) registered open-end mutual funds, (ii) third-party distributors, and (iii) financial professionals. | Finance |
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