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 of Kobren Insight Management, where he was a member of and helped manage the research team starting in 2005. Jeff was named a “rising star of manager research” by Citywire in 2019. He also serves as research director for The Independent Adviser for Vanguard Investors newsletter. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and is a member of the CFA Institute.