Meet Our Team - Adviser Investments, LLC

Our People

Our People Make the Difference.

Leadership

Mario Ramos

Chief Executive Officer

Daniel P Wiener

Chairman

Jim Lowell

Strategic Adviser to the CEO

Jeffrey DeMaso

Interim Chief Investment Officer and Director of Research

Jacqueline Murphy

Interim Chief Marketing Officer

Patrick Carlson

Vice President of Wealth Services

Julianne Catlin

Director of Operations

Laura Sweeney

Head of Talent Acquisition and Engagement

Megan Higgins

Director of Client Service

Chris Mirick

Senior Vice President & General Counsel

Chris Keith

Senior Vice President, Fixed Income Manager

Corporate Development

Brian Hazan

Managing Director, Corporate Development

Christina Kidd

Integrations Project Manager

Nikhil Kyathappala

Corporate Development Associate

Cory Latour

Corporate Development Associate

Alec Rosen

Vice President, Corporate Development

Whit Shofner

Managing Director, Corporate Development

Relationship Management

Kathryn Banis

Senior Relationship Manager

Sophie Benander

Assistant Director, Wealth Management

Ryan Christensen

Vice President, Portfolio Executive

Christopher Hagan

Vice President, Portfolio Executive

Stephen Johnson

Vice President, Portfolio Manager

Joshua Jones

Vice President, Portfolio Executive

John Kennedy

Vice President, Portfolio Executive

Elizabeth Kesselman

Vice President, Portfolio Executive

Andrew Kling

Vice President, Portfolio Executive

Alex LaPointe

Account Executive

Fran Lee

Senior Relationship Manager

Robert Lepson

Vice President, Wealth Manager

Diana Linn

Account Executive, Financial Planner

David Mastroianni

Vice President, Portfolio Executive

Dina Milne

Vice President, Portfolio Executive

Todd Peters

Senior Vice President

Michael Russo

Account Executive

Claudine Schrock

Account Executive

Brad Sharp

Vice President, Wealth Manager

Matthew Shumaker

Account Executive

Todd Stockwell

Vice President, Portfolio Executive

Adam Strauss

Vice President, Portfolio Executive

Charlie Toole

Vice President, Portfolio Manager

James Verity

Vice President, Portfolio Executive

David VerMeulen

Account Executive

Rick Winters

Vice President, Portfolio Executive

Alden Witman

Account Executive

Kari Wolfson

Vice President, Portfolio Executive

Matthew Wyllie

Vice President, Portfolio Executive

Client Service

Ryan Bulak

Client Service Associate

Brennan Foust

Account Manager

Kia Jeffery

Client Service Associate

Felix Lorie

Client Service Associate

Kristen Manjikian

Client Service Manager

Ryan O'Shaughnessy

Account Manager

Karrie Pettiglio

Assistant Manager of Client Service

Greg Reyes

Client Service Associate

Connor Ronan

Senior Relationship Manager

Nicolette Shaw

Client Service Manager

Geoffrey Turner

Account Manager

Financial Planning

Adrian Baldeon

Financial Planner

Andrew Busa

Manager of Financial Planning

Vanessa Carter-Witt

Senior Financial Planner

Michael Dillaire

Financial Planner

Tax Planning & Preparation

Cathy Lee

Tax Associate

Judy Ludwig

Vice President of Planning and Taxation

Free Investment Resources

View All
Special Report

Stock Buybacks: Public Enemy Number One?

Get it Now
Market Outlook

Adviser Outlook, Third Quarter 2022

Get it Now

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.