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Joel Litman is President and CEO of Valens Research, a global corporate performance and investment research and analytics firm. In the role of Chief Investment Strategist, he advises institutional investors in equities, corporate credit, and macroeconomic strategy. He is also a member of the Board of Directors of COL Financial Group, a leading brokerage firm in Asia (PSE:COL). Litman has been on CNBC, quoted in Barron’s and Institutional Investor, and interviewed in Forbes.com. He has published in Harvard Business Review, is a top contributor to SeekingAlpha, and co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.Litman has taught or guest-lectured at Harvard Business School, U Chicago Booth, Wharton, LBS, SAIF Jiao Tong, and others. He is a Professor at Hult International Business School, an FT and Economist top-ranked international MBA program. He conducts seminars regularly for financial and industry conferences around the world such as CFA and CPA chapters.Litman is Chair of the UAFRS Advisory Council which is spearheading usage of Uniform Adjusted Financial Reporting Standards aka Uniform Accounting. He helped build Credit Suisse’s HOLT University and the Center for S.E.V. and MBA Concentration at the Driehaus College of Commerce at DePaul University. Past employment includes Credit Suisse, Diamond Tech Partners (now PwC), Deloitte, and American Express. He is a member of CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S in Accounting from DePaul University and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.Litman’s philanthropy is focused on community development through scholarships, job training programs, and extensive microfinance lending, particularly in the Philippines.
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FounderFa AlphaCambridge, Ma, Us -
Chairman & Ceo, Chief Investment StrategistValens Research Jan 2009 - PresentCambridge, Massachusetts, Us -
FounderFa Alpha Feb 2022 - PresentCambridge, Massachusetts, UsFA Alpha is our flagship community for Financial Advisors. Our members enjoy advanced macroeconomic, equity, and credit market insights that Wall Street and the mainstream financial media have utterly failed to provide. Our community shares the latest in best practices in managing and growing their businesses. Valuable newsletters that people actually want to read, exclusive events, and a wealth of resources packed with eBooks, video, and other educational content not available anywhere else. -
Chief Investment OfficerAltimetry Research Jul 2019 - Present
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ProfessorHult International Business School 2008 - PresentCambridge, Ma, UsBusiness Strategy, Performance Measurement, Strategic Valuation -
ProfessorEmory & Henry College Jan 2021 - PresentEmory, Virginia, Us -
Member, Board Of DirectorsCol Financial Group 2011 - PresentCOL Financial Group: Financial Services Firm in Southeast Asia, with offices in Hong Kong and the Philippines. Focused on empowering the individual investor, COL ranks number one in daily trading volume of the PSE, and is one of the top ten brokers in the Philippines. Ticker symbol PSE:COL.
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Clinical Professor Of Business StrategyDepaul University 1998 - PresentChicago, Il, Us -
FounderThe Center For Strategy, Execution, And Valuation 2002 - Present
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PrincipalIxl Center - Center For Innovation, Excellence And Leadership Jul 2009 - PresentCambridge, Ma, Us -
DirectorCredit Suisse 2002 - 2008Zurich, ChHOLT Division of Credit Suisse -
Senior PrincipalDiamond Technology Partners 2000 - 2002Business Strategy and Business Plan Development, Digital/Technology Strategy, Performance Measurement and Valuation
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Manager/DirectorDeloitte/Holt, Holt Alliance Services 1997 - 2000Worldwide, Oo -
ManagerAmerican Express Tax And Business Services 1993 - 1997
Joel Litman Skills
Joel Litman Education Details
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Northwestern University - Kellogg School Of ManagementTechnology Ventures -
Depaul UniversityFinance -
Waterville High School
Frequently Asked Questions about Joel Litman
What company does Joel Litman work for?
Joel Litman works for Fa Alpha
What is Joel Litman's role at the current company?
Joel Litman's current role is Founder.
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What is Joel Litman's direct phone number?
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What schools did Joel Litman attend?
Joel Litman attended Northwestern University - Kellogg School Of Management, Depaul University, Waterville High School.
What skills is Joel Litman known for?
Joel Litman has skills like Valuation, Strategy, Business Strategy, Investments, Financial Modeling, Finance, Equities, Financial Analysis, Analysis, Management, Leadership, Strategic Planning.
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