Elizabeth Kesselman | Boston, MA Financial Advisor | Adviser Investments
Elizabeth Kesselman
Vice President, Portfolio Executive
617.321.2200 Contact Elizabeth
617.321.2200

Elizabeth Kesselman

Vice President, Portfolio Executive


Background Experience

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 executive, she works directly with individual clients. Prior to joining KIM in 2004, she held the positions of vice president for Fisher Investments and regional vice president for Pioneer Investment Management. In 2020, Liz was named to Forbes’ list of Top Women Wealth Advisors, and in 2021, she was honored in Boston magazine for the 10th time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover.

Awards
  • Forbes Top Women Wealth Advisors (2020)
  • Five Star Wealth Manager (2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021)
Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning
401(k) Administration

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