Jennifer Ceccarelli, CRCP, Chief Compliance Officer, Chief Operations Officer - Investment Management Services Group
Jennifer joined Litman/Gregory in 1994 and has held several positions during her tenure at the company, including Manager of Client Services, Senior Systems Analyst, and Business Analyst. In addition to her role as Chief Compliance Officer, she serves as the Chief Operations Officer for the firm's Investment Management Services Group. Prior to joining Litman/Gregory, Jennifer worked as a mutual fund accountant for Robertson Stephens & Company and prior to that for a hedge fund manager in San Francisco. Jennifer is a graduate from Bentley College (BS - Business Communications) and has earned the designation of Certified Regulatory and Compliance Professional (CRCP) by the FINRA Institute at Wharton.

John Coughlan, Chief Operating Officer, Chief Compliance Officer - L/G Fund Advisors
John Coughlan serves as the Chief Operating Officer and Chief Compliance Officer of Litman/Gregory Fund Advisors, LLC. John also serves as the Treasurer and Chief Compliance Officer of the Masters' Select Funds Trust. John joined Litman/Gregory in 1996, prior to which he served as Controller of Centex Homes of Northern California and Senior Vice President of Countrywide Capital Markets Group. John is a graduate of Loyola Marymount University (BS - Accounting), and has earned the Certified Regulatory Compliance Professional (CRCP) designation from the FINRA Institute at Wharton.

Susan Denhart, Marketing Assistant
Susan joined Litman/Gregory in 2010. Prior to joining Litman/Gregory, Susan worked in the financial services industry as a marketing assistant. In addition Susan spent 10 years in the Sales & Marketing divisions of AT&T. Susan is a graduate of St. Mary's College in Moraga (B.A. Business).

Steve Disenhof, MBA, MSW, Partner, Director of Resources
Steve joined Litman/Gregory in 1998 and became a partner in 2004. His responsibilities include human resource management as well as technology infrastructure, facilities and business continuity planning. Steve writes a regular weblog focusing on backoffice operations for AdvisorIntelligence. Prior to joining Litman/Gregory, Steve worked as the Day Treatment Program Manager at the Edgewood Center for Children and Families. Steve is a graduate of Penn State University (BS - Psychology, BA - Social Welfare), Boston University (MSW - Social Work) and Edinburgh Business School, Heriot-Watt University (MBA).

Douglas Dooley, MA, Director of IT Services
Doug joined Litman/Gregory in 2002 as a member of the investment technology team. In addition to managing the Information Technology team, Doug designs and manages data analysis and information systems used by the Research and Portfolio Management teams. Doug has been in the investment business since 1979. Prior to joining Litman/Gregory, he was the Director of Information Technology at Mellon Capital Management, a $70 billion global institutional investment management business. In the early 1990s, Doug managed institutional equity index fund portfolios, and prior to that worked as a consultant on various software and materials science engineering projects. Doug is a graduate of University of California - Berkeley (BS - Engineering Physics; MA - Engineering Science), where he was also a Ph.D. Candidate in Nuclear Engineering.

Carol Francisco, Office Manager
Carol joined Litman/Gregory in 1996 as an Administrative Assistant, and transitioned into her current role as Office Manager in 1998. Carol keeps both the Larkspur and Orinda offices running smoothly, as well as handles employee benefits, company event planning including managing the Litman/Gregory Fun Committee, and she is involved with business continuity. Prior to joining Litman/Gregory, Carol worked as a Ski School Director in the Tahoe Basin, and prior to that in Personnel with the California State Park system.

Alice Lowenstein, CFP^®, Director - Managed Portfolios
Alice joined Litman/Gregory in 2008 and is responsible for institutional client relationships and business development for our Managed Portfolio clients.  Alice also serves as a member of Litman/Gregory's Investment Committee. Alice has worked in the financial industry for more than 13 years providing consulting and communications services to financial advisors, institutional investors, members of the financial press, and individual investors. Prior to joining Litman/Gregory, Alice was Vice President and Director of Investment Communications with Fidelity Investments and held a variety of senior roles at Morningstar including Associate Editor, Manager and Analyst. Alice is a Certified Financial Planner (CFP^®), serves on the Advisory Board for the Journal of Financial Planning, and is a graduate of Stephens College.

Shannon Matthiesen, Editorial Manager - AdvisorIntelligence
Shannon joined Litman/Gregory in 2004 and is responsible for managing the editorial content of the No-Load Fund Analyst and AdvisorIntelligence, a web-based investment research site offered through Litman/Gregory Analytics, LLC. Prior to joining Litman/Gregory, Shannon worked as an Associate Editor for a building industry magazine in Southern California, and prior to that as a Media Supervisor for Starcom MediaVest Group in London and Chicago. Her writing has been published in national newspapers and magazines including FastCompany and American Way. Shannon is a graduate of Northwestern University (BS - Magazine Journalism).

David Mayeda, Advisor Services Representative
David joined Litman/Gregory in 2010 as an Advisor Service Representative for AdvisorIntelligence. Prior to joining Litman/Gregory, David worked at RS Investments in Mutual Fund Operations and Sales. Prior to that, David worked at Franklin Templeton Investments in the Fund Information group. David is a graduate of San Francisco State University (BS - Business Administration).

Theresa Meyer, Business Analyst
Theresa joined Litman/Gregory in 1995, and has held several positions during her tenure at the company including Office Assistant, Portfolio Administrator, and Client Services Manager. She currently serves as a liaison between the various business units and the information technology group. She analyzes business processes to identify and capture requirements so that technology can be employed to meet those needs. Theresa acts as an internal consultant to identify and define process improvements throughout the firm. Theresa is a graduate of St. Mary's College (BA - Psychology).

Elaine Ormonde-Hua, Marketing Coordinator - AdvisorIntelligence
Elaine joined Litman/Gregory in 2007. Prior to joining Litman/Gregory, Elaine worked in Operations at the San Francisco Chronicle for almost six years. She has additional experience as an Administrative Assistant with Ernst & Young and as the Website Editor for the non-profit organization onebrick.org. Elaine is a graduate of Simpson University - Redding (BA - English).

Kathy Proper, Bookkeeper - Accounting
Kathy joined Litman/Gregory in 1991. Kathy works with the Chief Financial Officer and Controller and maintains the financial books and records for the Litman/Gregory entities. Prior to joining the firm, she worked in the accounting department for Transamerica Corporation, and later as the full charge bookkeeper for Shartsis, Friese, LLP. During that same period of time she went to business school and subsequently operated her own accounting business. 

Cecilia Sandvik, Application Programmer
Cecilia joined Litman/Gregory in 2005. Prior to joining Litman/Gregory, Cecilia worked for 14 years as a Consultant Application Programmer for Bank of America and General Electric. Cecilia is a graduate of University of Kansas (BS - Computer Science).