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 Advisor (CSA)® and is trained in issues of importance to seniors and their families. He’s been with Adviser Investments since the acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage. In 2020, he was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.