Rajat Jain

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Consumer Services

Profile

Rajat Jain worked as a Vice President at Montgomery Asset Management Corp.
and as a Senior Research Analyst at Litman Gregory Wealth Management LLC.
He also worked as an Associate Director at Rogers Casey & Associates.
Jain was the Director of Portfolio Management at iM Global Partner Fund Management LLC from 2020 to 2022.
Jain holds an MBA from the University of South Carolina and an undergraduate degree from St. Stephens College.

Former positions of Rajat Jain

Companies	Position	End
iM Global Partner Fund Management LLC iM Global Partner Fund Management LLC Investment ManagersFinance iMGPFM seeks to add value to the Funds they manage through their in-depth investment manager research, which they use to find investment managers who they believe can outperform their appropriate benchmarks and peer groups over the long-term. The firm’s underlying investment philosophy demands that their manager selections be based on a very high level of conviction, so their focus on investment research is a fundamental aspect of their investment services.	Portfolio Manager-Equities	01/03/2022
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Analyst-Equity	01/09/2021
Montgomery Asset Management Corp. Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services	Corporate Officer/Principal	-
Rogers Casey & Associates Rogers Casey & Associates Investment ManagersFinance Investment consulting and advisory firm	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Finance
Rogers Casey & Associates Rogers Casey & Associates Investment ManagersFinance Investment consulting and advisory firm	Finance
University of South Carolina University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Montgomery Asset Management Corp. Montgomery Asset Management Corp. Investment ManagersFinance Provides investment management services	Finance
St. Stephens College St. Stephens College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
iM Global Partner Fund Management LLC iM Global Partner Fund Management LLC Investment ManagersFinance iMGPFM seeks to add value to the Funds they manage through their in-depth investment manager research, which they use to find investment managers who they believe can outperform their appropriate benchmarks and peer groups over the long-term. The firm’s underlying investment philosophy demands that their manager selections be based on a very high level of conviction, so their focus on investment research is a fundamental aspect of their investment services.	Finance

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