Jack Chee
iM Global Partner, a French multinational asset management firm, announced that subsidiary Litman Gregory Asset Management has promoted Jack Chee to CIO, replacing outgoing CIO Jeremy DeGroot.
Litman Gregory is a boutique asset manager based in San Francisco and was acquired by iM Global Partner in 2021. Litman Gregory had assets under management of approximately $1.99 billion on behalf of approximately 426 clients, as of its latest Form ADV regulatory filing. The firm provides wealth management for individuals and also manages funds for endowments and other institutions.
“Jack is a long-term member of the team and has deep knowledge of the various asset classes as well as our managers and business model,” iMGP stated in a release. “He will manage the U.S. Asset Management team and will report to Philippe Uzan.”
Chee was previously director of portfolio management and head of fixed-income strategies at Litman Gregory, where he worked for more than 20 years after joining as a research analyst in 2000. He was previously an analyst at Value Line and earned a bachelor’s degree in mechanical engineering from Drexel University.
Tags: iM Global Partner, Jack Chee, Jeremy DeGroot, Litman Gregory, Litman Gregory Asset Management