As we are a global company, our executive management team is spread across the world. Therefore, building an engaged and connected team is of prime importance to us.
Our culture is at the heart of creating this sense of connection and inclusion, and is driven by our four values of entrepreneurial spirit, longevity, respect with challenge and integrity.
Managing Director - Head of Human Resources
26 years of experience in Human Resources across multiple sectors. Claire has held in-house HR positions in a variety of small and large firms, and worked with many organisations as an HR consultant. Within the finance sector, she spent 6 years at HSBC managing global HR projects. Claire has led our people initiatives since iM Global Partner opened its first office in 2015.
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Managing Director - Chief Operations Officer (Litman Gregory Wealth Management)
Jennifer has more than 30 years in Wealth Management Operations and Compliance. She joined Litman Gregory and Company in 1994 and has held a variety of positions including Chief Compliance Officer in 2010, adding Chief Operations Officer in 2011. Shortly after Litman Gregory became part of iM Global Partner, her role changed to Director - Chief Operations Officer at Litman Gregory Wealth Management in 2022 and Managing Director in 2024.
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Managing Director - CIO Asset Management ( USA )
25 years in Financial Services. Jack joined Litman Gregory in 2000 where he became a senior research analyst and partner. With Litman Gregory being part of iM Global Partner since 2021, Jack was appointed Director - Portfolio Management, Head of Fixed Income Strategies before being promoted to US Asset Management CIO in September 2023. He also worked at Value line as an analyst.
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Managing Director – Head of Fund Operations
John has 28 years in Compliance and Fund Operations. He joined Litman Gregory Fund Advisors in 1996 as Chief Operating Officer, adding Chief Compliance Officer duties in 2004. When Litman Gregory became part of iM Global Partner in 2021, his role changed to Chief Operating Officer at iM Global Partner Fund Management.
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CEO & Founder
35 years in Asset Management. Philippe spent over 10 years as Chairman of the Executive Board at Edmond de Rothschild AM (EdRAM). Prior to this, he was Deputy Chief Executive Officer at Natixis Asset Management in charge of Business Development.
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Managing Director – Head of Europe and Asia
17 years of experience in Asset Management. Joined iM Global Partner in April 2017. Prior to this, he was head of French Speaking Europe at Janus Capital from 2011 to early 2017. Previously, Julien held other sales positions In France and Monaco for Edmond de Rothschild Asset Management and Société Générale Asset Management.
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Deputy CEO - Chief Finance Officer
17 years in Financial Services. Harold joined iM Global Partner in 2016. From 2008 to 2016, Harold worked for M&A Financial Institutions Group of Leonardo &Co (Paris) and BNP Paribas (London).
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Managing Director – Chief Compliance Officer
More than 20 years of experience in Financial Services. Previously Joe was Deputy Chief Compliance Officer of The TCW Group from 2021 to 2023. Before that, he was General Counsel and Chief Compliance Officer of Dunham & Associates Investment Counsel. Joe was a Senior Associate at Dechert, LLP (a global law firm) from 2005 to 2013 and began his career in 2001 at AIG SunAmerica Asset Management Corp.
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Managing Director - Client Services
16 years of experience in Asset Management
Clément joined iM Global Partner in 2019 after five years at Fidelity International where he served as Senior Manager of Operations and Institutional Client Services. Prior to this, he held various positions at BNP Paribas Securities Services within the Investment Reporting and Performance department.
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Managing Director - Distribution (Iberia, Latam & US Offshore)
Alberto has 19 years of experience in Asset Management. He was previously Sales Director and co-Head of Spain, Portugal, and Andorra at MFS Investment Managers. He has worked as Senior Sales Manager at Natixis Global Asset Management and was a portfolio manager at Banco Popular. Alberto has held other sales and analyst positions at Invesco, Daiwa Securities, and BBVA.
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Deputy CEO, CIO Research & Investment
23 years in Asset Management. Jean has supported iM Global Partner since its launch in 2013. From 2000 to 2013, Jean conducted hundreds of managers due diligences at EdRAM and Natixis while managing asset allocation for funds of funds.
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Managing Director - Chief Marketing Officer
28 years of experience in Asset Management. Jackie joined from Eaton Vance (acquired by Morgan Stanley) in July 2022, where she was Head of International Marketing. Prior to this she held several senior marketing roles with BMO Global Asset Management, Legg Mason, Citigroup Asset Management and Fidelity Investments
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Managing Director - Head of Operations & Compliance
20 years in Asset Management. Alexandre worked for SYZ Asset Management (Luxembourg) as Conducting Officer during 8 years. Before that, he worked for SGSS and Fortis Investment Solutions respectively as Responsible of the Fund Implementation Team and Senior Relationship Manager.
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Managing Director - Head of US Field Sales
14 years’ experience in financial services. Jeff has worked for iM Global Partner since 2018. He was previously VP-Sales for Resource Securities (C-III Capital Partners) promoting interval funds, LP products and REITs. He also worked for JP Morgan Asset Management and Penn Mutual.
Deputy CEO iMGP
CEO iM Global Partner Fund Management
CEO Litman Gregory Wealth Management
27 years in Asset Management. Jeff spent over 17 years building AMG Funds with his last 6 years as Head of US Distribution and Executive Committee member.
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Deputy CEO - CIO Global Asset Management
30 years in Asset Management. From 2007 to 2019, Philippe held responsibilities at EdRAM, notably as Chief Investment officer. Before that, Philippe worked for Natixis AM, AGF AM and Société Générale.
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