Skip to content
1.800.492.6868
Contact Us
Menu
menu
About
Our History
Our People
Company News
Awards & Recognitions
Ideas & Insights
Topics
Investing
Retirement
Financial Planning
Economy and the Markets
Resources
All Guides and Resources
Special Reports
Adviser Podcast
Market Commentary
The Markets Today
Adviser in the Media
Quarterly Outlook
Our Services
Investment Management
Financial Planning
Tax Planning
Managed Bonds
401(k) Advisory Services
Our Investment Principles
Our Process
Getting Started
Client Login
About
Our History
Our People
Company News
Awards & Recognitions
Ideas & Insights
Topics
Investing
Retirement
Financial Planning
Economy and the Markets
Resources
All Guides and Resources
Special Reports
Adviser Podcast
Market Commentary
The Markets Today
Adviser in the Media
Quarterly Outlook
Our Services
Investment Management
Financial Planning
Tax Planning
Managed Bonds
401(k) Advisory Services
Our Investment Principles
1.800.492.6868
Contact Us
Menu
menu
About Us
Our History
Our People
Company News
Ideas & Insights
Investing, Retirement & Financial Planning
Adviser Podcast
Market Commentary
The Markets Today
Adviser in the Media
Quarterly Outlook
Our Services
Investment Management
Financial Planning
Tax Planning
Managed Bonds
401(k) Advisory Services
Our Process
Our Investment Principles
Getting Started
Client Login
Our People
Our People Make the Difference.
Leadership
Mario Ramos
Chief Executive Officer
Daniel P Wiener
Chairman
Jim Lowell
Strategic Adviser to the CEO
Chris Mirick
Senior Vice President and General Counsel
Jeffrey DeMaso
Interim Chief Investment Officer and Director of Research
Faina Schwartz
Controller/Director of Accounting & Finance
Richard Veidenheimer
Senior Managing Director
Lisa Hamann
Director of Marketing
Jacqueline Murphy
Director of Content
Julianne Catlin
Director of Operations
Megan Higgins
Director of Client Service
Kate Kosewski
Director of Human Resources
Laura Sweeney
Head of Talent Acquisition and Career Development
Chris Keith
Senior Vice President, Fixed Income Manager
David Thorne
Founder
Corporate Development
Brian Hazan
Managing Director, Corporate Development
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
Suzanne Irwin
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 Presdient, Portfolio Executive
Dina Milne
Vice President, Portfolio Executive
Todd Peters
Senior Vice President
Claudine Schrock
Account Executive
Brad Sharp
Vice President, Wealth Manager
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
Alaina Coscia
Client Service Manager
Brennan Foust
Account Manager
Kia Jeffery
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
Michael Russo
Account Manager
Nicolette Shaw
Client Service Manager
Matthew Shumaker
Senior Account Manager
Geoffrey Turner
Account Manager
Financial Planning
Andrew Busa
Manager of Financial Planning
Vanessa Carter-Witt
Senior Financial Planner
Michael Dillaire
Financial Planner
Tax Planning & Preparation
Patrick Carlson
Vice President of Wealth Services
Lily Kuang
Tax Associate
Cathy Lee
Tax Associate
Browse by Team
expand_more
Leadership
Corporate Development
Relationship Management
Client Service
Financial Planning
Tax Planning & Preparation
Teams
chevron_right
Leadership
chevron_right
Corporate Development
chevron_right
Relationship Management
chevron_right
Client Service
chevron_right
Financial Planning
chevron_right
Tax Planning & Preparation
Free Investment Resources
View All
Special Report
Financial Planning: Securing Your Future
Get it Now
Market Outlook
Adviser Outlook, Second Quarter 2022
Get it Now
Truly Personalized Wealth Management
Tailored advice, every time.
Contact Us
85 Wells Avenue, Suite 109
Newton, MA, 02459
info@adviserinvestments.com
1.800.492.6868
© 2022 Adviser Investments, LLC
About Adviser
Our History
Our People
Our Process
Our Investment Principles
Sitemap
Free Resources
Free Special Reports
Market Outlook
Videos
Investing for Life
Explore & Subscribe
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.