Joel Litman

Joel Litman Email and Phone Number

Founder @ FA Alpha
Cambridge, MA, US
Joel Litman's Location
Cambridge, Massachusetts, United States, United States
About Joel Litman

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.

Joel Litman's Current Company Details
FA Alpha

Fa Alpha

View
Founder
Cambridge, MA, US
Website:
faalpha.com
Employees:
19
Joel Litman Work Experience Details
  • Fa Alpha
    Founder
    Fa Alpha
    Cambridge, Ma, Us
  • Valens Research
    Chairman & Ceo, Chief Investment Strategist
    Valens Research Jan 2009 - Present
    Cambridge, Massachusetts, Us
  • Fa Alpha
    Founder
    Fa Alpha Feb 2022 - Present
    Cambridge, Massachusetts, Us
    FA 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.
  • Altimetry Research
    Chief Investment Officer
    Altimetry Research Jul 2019 - Present
  • Hult International Business School
    Professor
    Hult International Business School 2008 - Present
    Cambridge, Ma, Us
    Business Strategy, Performance Measurement, Strategic Valuation
  • Emory & Henry College
    Professor
    Emory & Henry College Jan 2021 - Present
    Emory, Virginia, Us
  • Col Financial Group
    Member, Board Of Directors
    Col Financial Group 2011 - Present
    COL 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.
  • Depaul University
    Clinical Professor Of Business Strategy
    Depaul University 1998 - Present
    Chicago, Il, Us
  • The Center For Strategy, Execution, And Valuation
    Founder
    The Center For Strategy, Execution, And Valuation 2002 - Present
  • Ixl Center - Center For Innovation, Excellence And Leadership
    Principal
    Ixl Center - Center For Innovation, Excellence And Leadership Jul 2009 - Present
    Cambridge, Ma, Us
  • Credit Suisse
    Director
    Credit Suisse 2002 - 2008
    Zurich, Ch
    HOLT Division of Credit Suisse
  • Diamond Technology Partners
    Senior Principal
    Diamond Technology Partners 2000 - 2002
    Business Strategy and Business Plan Development, Digital/Technology Strategy, Performance Measurement and Valuation
  • Deloitte/Holt, Holt Alliance Services
    Manager/Director
    Deloitte/Holt, Holt Alliance Services 1997 - 2000
    Worldwide, Oo
  • American Express Tax And Business Services
    Manager
    American Express Tax And Business Services 1993 - 1997

Joel Litman Skills

Valuation Strategy Business Strategy Investments Financial Modeling Finance Equities Financial Analysis Analysis Management Leadership Strategic Planning Equity Valuation Corporate Finance Management Consulting Business Development Investment Banking Trading Mergers And Acquisitions Corporate Development Lecturing Portfolio Management Business Planning Investment Management Asset Management Hedge Funds Private Equity Economics Capital Markets Accounting Program Management Equity Research Risk Management Business Analysis Data Analysis Entrepreneurship Due Diligence Market Research Business Valuation Professional Speaker Fixed Income Quantitative Analytics Emerging Markets Alternative Investments Venture Capital Strategic Financial Planning Uafrs Uniform Accounting Start Ups Derivatives

Joel Litman Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Technology Ventures
  • Depaul University
    Depaul University
    Finance
  • Waterville High School
    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.

What is Joel Litman's email address?

Joel Litman's email address is jo****@****ail.com

What is Joel Litman's direct phone number?

Joel Litman's direct phone number is +164649*****

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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