Contact our team for more information on the funds.
team@partnerselectfunds.com | 925-254-8999
Jack Chee
Senior Research Analyst, Principal
Jason Steuerwalt, CFA
Senior Research Analyst, Principal
Jeremy DeGroot, CFA
Chief Investment Officer, Principal
Joe Ramirez
Data Analyst
Kiko Vallarta, CFA
Research Analyst
Rajat Jain, CFA
Senior Research Analyst, Principal
Chad Perbeck, CFP®, CIMA®
Senior Research Consultant
Mark Adams
Institutional Relationship Manager
Mike Pacitto, CFP®, CIMA®
Director of Institutional Relationships
Peter Sousa, CIMA®
Director of Portfolio Strategies, Principal
Scott Jones
Institutional Relationship Manager
Corrina Steinberg
Senior Marketing Coordinator
Eric Russell Figueroa, CFP®
Associate Content Manager
John Coughlan, CRCP
Chief Operating Officer, Chief Compliance Officer
Monica Castillo
Marketing Manager
Sheila Stych
Manager, Mutual Fund Advertising Compliance
Alice Lowenstein, CFP®
Managing Director, Principal
John Coughlan, CRCP
Chief Operating Officer, Chief Compliance Officer
Steve Savage
CEO, Principal
Stay Informed
The PartnerSelect Funds monthly email provides investors a way to stay in touch with us and receive information regarding the funds and investment principles in general. Topics may include updates on the funds and managers, further insights into Litman Gregoryʼs processes, and commentary on various aspects of investing.