Joel Litman
Chief Executive Officer at Institute of Strategy & Valuation
Profile
Mr. Joel A.
Litman is a Chief Investment Strategist at Valens Research LLC.
He is advising individual investors in equities, corporate credit, and macroeconomic strategy.
Mr. Litman is also the President and CEO of Valens Research.
Mr. Litman was previously employed at Credit Suisse, Diamond Tech Partners (now PwC), Deloitte, and American Express.
He received his BS in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
He is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners.
Mr. Litman is also a Certified Public Accountant (CPA).
Joel Litman active positions
| Companies | Position | Start |
|---|---|---|
| Institute of Strategy & Valuation | Chief Executive Officer | - |
| EAS Digital | Chairman | - |
| Foundation For Socioeconomic Advancement | Chairman | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Valens Research LLC
 Valens Research LLC Investment ManagersFinance Valens Research LLC provides investment research. The private company is based in Cambridge, MA and has subsidiaries in Philippines. The company was founded in 2009. The CEO is Joel Aaron Litman. | Chief Executive Officer | 01/01/2009 |
Valens Credit LLC
 Valens Credit LLC Miscellaneous Commercial ServicesCommercial Services Valens Credit LLC provides superior accounting analytics to help clients understand the drivers of corporate performance, valuations, and risk. The American company's focus is on better financial statement analytics, better signals, and better decisions. The CEO of the private company is Joel Aaron Litman. | Chief Executive Officer | - |
| Hult International Business School, Inc. | Corporate Officer/Principal | - |
Former positions of Joel Litman
| Companies | Position | End |
|---|---|---|
| American Express Bank Philippines, Inc. | Director/Board Member | - |
| COL FINANCIAL GROUP, INC. | Director/Board Member | - |
Training of Joel Litman
| DePaul University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COL FINANCIAL GROUP, INC. | Finance |
| Private companies | 7 |
|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Institute of Strategy & Valuation | |
| EAS Digital | |
| Foundation For Socioeconomic Advancement | |
Valens Research LLC
Valens Research LLC Investment ManagersFinance Valens Research LLC provides investment research. The private company is based in Cambridge, MA and has subsidiaries in Philippines. The company was founded in 2009. The CEO is Joel Aaron Litman. | Finance |
| American Express Bank Philippines, Inc. | |
Valens Credit LLC
Valens Credit LLC Miscellaneous Commercial ServicesCommercial Services Valens Credit LLC provides superior accounting analytics to help clients understand the drivers of corporate performance, valuations, and risk. The American company's focus is on better financial statement analytics, better signals, and better decisions. The CEO of the private company is Joel Aaron Litman. | Commercial Services |
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