Our People
Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He is senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text...
Dan co-founded Adviser Investments in 1994. He has bottom-line responsibility for the overall business, including marketing, sales, finance and new product development. In 2004, he was selected one of the...
Jim is a former Forbes investment columnist and longstanding editor of the independent Fidelity Investor and Fidelity Sector Investor newsletters. A frequent contributor to CNBC and CNBC World as well as Bloomberg, Fox Business...
Faina manages all financial and human resources functions for Adviser Investments and has been with the firm since its inception. Prior to our founding, she managed the financial and human...
Dick manages the relationship management 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...
Personalized service is an Adviser Investments hallmark, and Laura is in charge of the client experience at the firm. She manages our client service team so that both advisers and...
Lisa Hamann has been with Adviser Investments since July 2000. As director of marketing, she is responsible for the firm’s overall marketing and strategic planning programs and corporate communications. Lisa...
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...
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),...
The founding publisher of The Independent Adviser for Vanguard Investors, David co-founded Adviser Investments and is an active voice on the board of directors. David left Adviser Investments to serve...
In her role as an account executive, Katie is responsible for discussing any changes in clients’ financial situations, managing accounts and ensuring all service needs and concerns are met. She...
Ryan’s primary role is to be the center of his clients’ financial lives. He uses his understanding of their goals to make sure they are receiving clear advice and getting...
Chris specializes in investment management consulting for affluent individuals and families. He joined Adviser Investments upon its acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in...
Sue joined Adviser Investments during our first year of operations in 1995. She has worked as a portfolio administrator, a securities analyst, and as Adviser Investments’ operations manager prior to...
Steve joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab...
Josh serves as a portfolio executive and is a member of Adviser Investments’ Portfolio Review Committee. He is responsible for marketing the firm’s services to individual and institutional prospects. Josh...
John came to Adviser Investments in May of 2009 as an account executive. Prior to this, he was a Financial Advisor at both Merrill Lynch and Morgan Stanley, where he...
Liz has worked in the financial services industry since 1997 and joined Adviser Investments as part of the acquisition of Kobren Insight Management (KIM) in 2011. As a portfolio executive...
Alex joined Adviser Investments in 2013 and has been a member of the investment community since 2006. He works with clients and matches their investment requirements with the appropriate investment...
Bob brings more than 25 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon the acquisition of Braver...
David joined Adviser Investments in April 2014. As an account executive, he is responsible for all account maintenance, keeping up with any changes in your financial situation or planning needs...
Dina works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies and providing comprehensive financial planning solutions, to expediting day-to-day transactions....
Mark started his tenure at Adviser Investments in 2002 and serves as a member of the firm’s Portfolio Review Committee. He began his career at Putnam Investments, where he acted...
Todd is a member of Adviser Investments’ Portfolio Review Committee and a portfolio executive. He also serves as a liaison between our research and account management teams. Todd joined Adviser...
Alec has worked in the financial services industry since 2009 and joined Adviser Investments in 2018. Over his career, he has worked for Edward Jones, Pioneer Investments and most recently...
Claudine works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies to expediting day-to-day transactions. She joined Adviser Investments in 2014....
Brad joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Prior to Braver, he spent 12 years at Fidelity where, as vice president and senior account executive...
Adam’s financial services experience stretches back more than 30 years, and a majority of it has been spent with Adviser Investments as a portfolio executive and member of our Portfolio...
Charlie serves as a member of the firm’s senior investment committee and joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. An engineer by training, Charlie has...
Jamie is a portfolio executive and member of the Portfolio Review Committee and has been instrumental in helping clients achieve their financial goals since 1992. He is a Certified Senior...
David began his career as an independent third party retirement plan administrator, later selling this business to Dun and Bradstreet Pension Services. This was followed by a qualified retirement plan...
Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisers, where he provided individual clients with comprehensive financial...
Alden joined Adviser Investments in May 2019 as a senior account manager. He earned his Accredited Wealth Management Adviser (AWMA®) designation in 2015 and CERTIFIED FINANCIAL PLANNER™ designation in 2016....
Kari works directly with individual clients to manage their accounts and ensure all service needs and concerns are met. She joined Adviser Investments in 2011 after moving to the Boston...
Matt joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning...
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info@adviserinvestments.com 1.800.492.6868
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