Dan Wiener, Jim Lowell Investment Advice

Management Team


Dan Wiener
Daniel P. Wiener, Chairman & Chief Executive Officer  
Dan is one of the nation's foremost experts on Vanguard mutual funds. He is editor of the 5-time award-winning newsletter, the Independent Adviser for Vanguard Investors, and author of the definitive text on investing with Vanguard, the annual Independent Guide to the Vanguard Funds. Dan co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. His insights and analysis appear regularly in such publications as the Wall Street Journal and Barron's and on CNBC, PBS and Bloomberg television. Previously, Dan wrote about personal finance for U.S. News & World Report and Fortune magazine. He spent seven years on the board of the Bedford-Stuyvesant YMCA and currently serves on the investment committee of BRIC, an arts and music non-profit. He earned a B.S. from Tufts University. An avid cyclist, he and his wife live in Brooklyn, NY.
 
Dan Silver
Dan Silver, President & Co-Founder
Dan co-founded Adviser Investments in 1994. He has bottom-line responsibility for the overall business, including marketing, sales, finance, and new product development. He also chairs the Portfolio Review Committee. In 2004 he was selected one of the Boston Business Journal's top "40 Under 40" business leaders. He serves as a director on several boards, including the Eastern Massachusetts Better Business Bureau. Dan has been profiled in Investment News magazine and appears regularly as an on-air commentator for New England Cable News. He is also a member of the Young Presidents Organization (YPO) and served as a Big Brother for 10 years. Dan earned a bachelors degree in history from Tufts University, and an MBA from the University of Virginia's Darden Graduate School of Business Administration. He resides with his wife and two children in Newton, MA.
 
David Thorne

David Thorne, Co-Founder
David, another founder of Adviser Investments, was the original publisher of The Independent Adviser for Vanguard Investors and an active voice on the investment committee and the board of directors, and worked on new business development. Over a 30-year career, David has been an investor and entrepreneur in a wide variety of business ventures, including marketing consulting, real estate, publishing and financial services. In 2004, he sold his publishing business to Martha Stewart Omnimedia. He is a former President and board member of the Institute of Contemporary Art in Boston and led the design oversight team for its new building in Boston. From 2009 to 2013, David served as the U.S. Ambassador to Italy and the Republic of San Marino. He graduated from Yale University in 1966 with a BA in American History and received a master's degree in journalism from Columbia University in 1971. David served in the U.S. Navy from 1966-1970 and is author of The New Soldier (Macmillan, 1971).

 
Jim Lowell
James H. Lowell III, Partner, Chief Investment Officer
Jim is a nationally recognized authority on investing, and is partner and Chief Investment Officer of Adviser Investments. Jim is an investment columnist for Forbes Magazine, the editor and owner of the multiple award-winning Fidelity Investor newsletter and of The ETF Trader on Marketwatch.com, president of the Fund Family Shareholder Association, and the founder and chairman of The Rankings Service. Jim is the former investment strategist for Boston-based Adams, Harkness & Hill, and has written several books on investing, most recently Investing from Scratch (Penguin, 2007) and What Every Fidelity Investor Needs to Know (Wiley, 2007). Jim was educated at Vassar College, where he earned a B.A. in philosophy, and holds master's degrees in theological studies from Harvard Divinity School, and in Anglo Irish literature from Trinity College (Dublin, Ireland).  He is an accomplished sport fisherman. Jim lives in Needham, MA.
 
Jeff D. DeMaso
Jeffrey DeMaso, Director of Research
As Director of Research, Jeff works directly with Dan Wiener and Jim Lowell and leads the analyst team for Adviser Investments. He joined the company upon its 2011 acquisition of Kobren Insight Management where he helped manage that firm’s research team since 2005. Jeff also serves as Research Director for the Independent Adviser for Vanguard Investors newsletter. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
 
Chris Keith
Chris Keith, Senior Vice President, Fixed Income
Chris manages Adviser Investments' fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm's 2011 acquisition of Kobren Insight Management (KIM), where he'd served as Vice President and Fixed Income Manager since 2001. Prior to joining KIM, Chris was a Vice President in the Private Client Services Group of Robertson Stephens Inc., where he designed and implemented fixed-income portfolios for high net worth clients. Chris was also the head fixed-income trader for Donaldson, Lufkin & Jenrette's New England region. In 2013, he was honored in Boston magazine for the third time as a Five Star Wealth Manager. Chris graduated from Northeastern University. Chris makes regular television appearances on NECN in Boston.
 
Richard Veidenheimer

Richard Veidenheimer, Director, Client Services
Dick manages the client service team for Adviser Investments and is responsible for all client interactions. He also serves on Adviser's Portfolio Review Committee and is a leader on our S.M.A.R.T. initiative. Dick has worked in the financial services industry since 1985. He served in both retail and institutional roles at Fidelity Investments, Charles Schwab and Kobren Insight Management. He joined Adviser Investments upon the acquisition of Kobren in 2011. Dick earned his B.A. from Denison University. He lives in Needham, MA with his wife and two children. He is an avid curler in the winter and devoted advocate for the sport year-round.

 
Disclosure: Five Star Professional, a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified Registered Investment Advisor firms in the Boston area to gather wealth manager nominations. Award candidates were evaluated against ten objective eligibility and evaluation criteria that included a favorable regulatory and complaint history. The selected award recipients represent less than seven-percent of the total wealth managers in the Boston area. Recipients of the Five Star Wealth Manager award do not pay a fee to be considered or placed on the 2013 award list. A Five Star award is not indicative of the wealth manager's future performance. For more information go to www.fivestarprofessional.com