Our People
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 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 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 Adviser Investments’ founding, she managed the financial and...
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 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 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...
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 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),...
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...
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...
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’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 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...
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...
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 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...
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 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 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 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...
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...
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 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 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 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 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 its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account...
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 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...
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 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 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 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 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...
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...
Brian is the co-head of Adviser Investments’ corporate development unit. In this role, he is responsible for identifying and executing merger and acquisition opportunities on behalf of the firm and...
Whit joined Adviser Investments as a leader of the firm’s mergers, acquisitions and partnerships initiatives in 2021. Prior to joining the firm, he partnered with entrepreneurs and business owners to...
Alec has worked in the financial services industry since 2009. Over his career, he has worked for Edward Jones, Pioneer Investments and, most recently, served as a vice president at...
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