Joel Litman is the President, CEO, and Chief Investment Strategist of Valens Research, a global corporate performance and investment research and analytics firm. In his role, Joel advises individual investors in equities, corporate credit, and macroeconomic strategy. Prior to Valens Research, he held various roles in Credit Suisse, Diamond Tech Partners (now PwC), Deloitte, and American Express. He also conducted seminars regularly for financial and industry conferences around the world such as CFA and CPA chapters. Joel has been on CNBC, quoted in Barron’s and Institutional Investor, and interviewed in Forbes. In addition to his corporate responsibility, his philanthropy is focused on community development through scholarships, job training programs, and extensive microfinance lending – particularly in the Philippines.
2002 - 2008
1997 - 2000
1993 - 1997
He is a Chair of the UAFRS Advisory Council, which spearheads usage of Uniform Adjusted Financial Reporting Standards (UAFRS) – also known as Uniform Accounting.
His focus includes strategic analysis, corporate performance and forensics, and business valuati valuati valuati valuations.
Joel Litman's Accomplishments
Series 7 General Securities, FINRA
Series 24 Securities Principal, FINRA
Joel Litman's Organizational Involvement
UAFRS Advisory Council, www.UAFRS.org
Speaker's Bureau, CFA Institute
IXL Network Partner, IXL Center
AICPA American Institute of Certified Public Accountants
ICPAS Illinois CPA Society
Chief Investment Strategist, Valens Securities
Member, Board of Directors, COL Financial (PSE:COL)