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 - Chief Technology Officer
21 years of experience in Technology, having worked in financial services and asset management since 2006, Floric joined iM Global Partner in 2024. With a background in both Electrical Engineering and Computer Science, Floric has held a number of other management positions at BNP Paribas Asset Management and Natixis.
linkedin profile
Managing Director - Head of Human Resources
27 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.
linkedin profile
Managing Director - Chief Operations Officer (Litman Gregory Wealth Management)
Jennifer has more than 33 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.
linkedin profile
Managing Director - CIO Asset Management ( USA )
26 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.
linkedin profile
Managing Director - Head of Fund Operations
John has 29 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.
linkedin profile
CEO & Founder
36 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.
linkedin profile
Managing Director - Head of Europe
18 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.
linkedin profile
Deputy CEO - Chief Finance Officer
18 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).
linkedin profile
Managing Director - Chief Compliance Officer at iM Global Partner Fund Management
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.
linkedin profile
Managing Director - Chief Compliance Officer Litman Gregory Wealth Management
Kathlyne has nearly 38 years of experience in the financial services industry, with 24 years as a Chief Compliance Officer. She joined Litman Gregory Wealth Management in 2022 as Director - Chief Compliance Officer and was promoted to Managing Director – Chief Compliance Officer in 2025.
Prior to joining Litman Gregory, Kathlyne held compliance leadership roles at Freestone Capital Management, Aspect Advisors, SailingStone Capital Partners, and other registered investment advisers. She also served on the board of CalALTs (California Alternative Investments Association).
linkedin profile
Managing Director - Client Services
17 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.
linkedin profile
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.
linkedin profile
Deputy CEO, CIO Research & Investment
24 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.
linkedin profile
Managing Director - Chief Marketing Officer
29 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
linkedin profile
Managing Director - Head of Operations & Compliance
24 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.
linkedin profile
Deputy CEO iMGP
CEO iM Global Partner Fund Management
CEO Litman Gregory Wealth Management
30 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.
linkedin profile
Managing Director – Head of Institutions and Strategic Relationships
Peter has around 20 years of experience in financial markets. He joined Litman Gregory in 2012 and was Head of Portfolio Strategies before becoming Director – Head of US Institutions and Strategic Relationships for iM Global Partner.
Peter previously worked for Blackrock Financial as a business development associate and was an Investment Analyst with Lehman Brothers/Credit Suisse.
He became Managing Director – Head of Institutions and Strategic Relationships in 2025
linkedin profile