Mario Ramos



Daniel Wiener


Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He is co-editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investing...


Chris Mirick

Interim CEO and General Counsel

Chris has spent 25 years helping organizations adapt for the future and identify and seize opportunities for growth. He is a dedicated leader who thrives on solving complex problems and...


Jim Lowell

Chief Investment Officer

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 Schwartz

Controller/Director of Accounting & Finance

Faina manages all financial functions for Adviser Investments and has been with the firm since its inception. Previously, she also built and managed all human resources activities for the firm....


Richard Veidenheimer

Senior Managing Director

Dick oversees the relationship management team for Adviser Investments and is responsible for all client interactions. He also serves on Adviser Investments’ Portfolio Review Committee, which establishes the portfolio allocation...


Laura Sweeney

Head of Talent Acquisition and Career Development

Laura has been with Adviser Investments for 15 years and was responsible for the creation of its client service team. This role allowed her to grow and develop the next...


Lisa Hamann

Director of Marketing

Lisa has been with Adviser Investments since 2000. As director of marketing, she is responsible for the firm’s overall marketing and strategic planning programs and corporate communications. Lisa graduated from...


Jeffrey DeMaso

Director of Research

As director of research and a member of the Senior Investment Committee, Jeff oversees the portfolio managers and analysts for Adviser Investments. He joined the company upon its 2011 acquisition...


Chris Keith

Senior Vice President, Fixed Income Manager

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),...


Megan Higgins

Director of Client Service

Megan started her career at Adviser Investments in 2007. As the director of client service, she is responsible for managing the client service team and ensuring quality control and continuity...


Jacqueline Murphy

Director of Content

Jacque leads the communications department, oversees the development of content creation and provides a strategic perspective for thought leadership across the firm. Prior to joining Adviser Investments in 2020, she...


Julianne Catlin

Director of Operations

Julianne joined Adviser Investments in 2008 after graduating from Framingham State College with a bachelor’s degree in economics. In her various operations roles, Julianne has overseen two software changeovers within...


Kate Kosewski

Director of Human Resources

Kate leads the Human Resources team, bringing experience from large and small organizations and both public and private companies. Prior to joining Adviser in 2022, Kate worked at Innosight, Strategy and...


Dan Silver

Senior Adviser

Dan co-founded Adviser Investments in 1994. 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...


David Thorne


The founding publisher of The Independent Adviser for Vanguard Investors, David co-founded Adviser Investments. David left Adviser Investments to serve our country as the U.S. Ambassador to Italy and the...


Kathryn Banis

In her role as a senior relationship manager, Katie is responsible for managing accounts, discussing changes in life and financial situations, and ensuring all clients’ service and support needs are...


Ryan Christensen

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...


Christopher Hagan

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...


Suzanne Irwin

Sue joined Adviser Investments during its first year of operations in 1995. She worked as a portfolio administrator, a securities analyst and as Adviser Investments’ operations manager prior to becoming...


Stephen Johnson

Steve joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab...


Joshua Jones

Josh is a vice president and principal with Adviser Investments. He serves as a member of the firm’s Portfolio Review Committee and works directly with a select group of families...


John Kennedy

John came to Adviser Investments in 2009 as an account executive. Prior to this, he was a financial adviser at both Merrill Lynch and Morgan Stanley, where he worked with...


Elizabeth Kesselman

Liz has worked in the financial services industry since 1997, and she joined Adviser Investments as part of its acquisition of Kobren Insight Management (KIM) in 2011. As a portfolio...


Andrew Kling

Andrew is a portfolio executive and has been helping families achieve their financial goals for over 15 years. Prior to joining Adviser Investments in 2021, Andrew was a vice president and...


Alex LaPointe

Alex works with clients to create, implement and monitor a financial plan to achieve their goals. Prior to joining Adviser Investments in 2013, Alex worked at Columbia Management, most recently...


Fran Lee

Fran joined Adviser Investments in 2021 as a senior relationship manager. He has worked in the financial services industry since 1995 and served in both retail and institutional roles at...


Robert Lepson

Bob brings more than 30 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon its acquisition of Braver...


Diana Linn

As an account executive and financial planner, Diana is responsible for maintaining client relationships, recommending suitable investment strategies and developing tailored financial plans. Prior to joining Adviser Investments in 2016,...


David Mastroianni

David joined Adviser Investments in 2014. As an account executive, he is responsible for keeping up with changes in clients’ financial situations or planning needs and reviewing client portfolios on...


Dina Milne

Dina works directly with clients to respond to all of their account needs, including recommending suitable investment strategies, providing comprehensive financial planning solutions, and expediting day-to-day transactions. She has worked...


Todd Peters

Todd is a member of Adviser Investments’ Portfolio Review Committee and a portfolio executive. He also serves as a liaison between the research and account management teams. Todd joined Adviser...


Claudine Schrock

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....


Bradley Sharp

Brad joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account...


Todd Stockwell

Todd joined Adviser Investments in 2022. Prior to coming to Adviser Investments, Todd spent 28 years at Fidelity Investments. As a Vice President, Wealth Management Advisor in Fidelity’s Private Wealth...


Adam Strauss

Adam’s financial services experience stretches back more than 30 years—and for the last 20, he has been a portfolio executive with Adviser Investments. Adam began his career in 1985 as...


Charlie Toole

Charlie is portfolio manager for Adviser Investments’ dividend growth strategies, and he serves as a member of the firm’s Senior Investment Committee. He joined Adviser Investments in 2017 upon its...


James Verity

Jamie is a portfolio executive and member of the Portfolio Review Committee. He has been instrumental in helping clients achieve their financial goals since 1992. He is a Certified Senior...


David VerMeulen

David began his career as an independent third party retirement plan administrator and later sold his business to Dun & Bradstreet Pension Services. This was followed by a qualified retirement...


Rick Winters

Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisors, where he provided individual clients with comprehensive financial...


Alden Witman

Alden joined Adviser Investments in 2019 as a senior account manager. He earned his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015 and his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in...


Kari Wolfson

Kari works directly with individual clients, managing their accounts and ensuring that all their service needs are taken care of. She joined Adviser Investments in 2011 after moving to the...


Matthew Wyllie

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...