Elizabeth Kesselman

Vice President

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 she works directly with individual clients. Prior to joining KIM in 2004, she held positions of Vice President for Fisher Investments and Regional Vice President for Pioneer Investment Management. In 2019, she was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.