Director of Research
As Director of Research, Jeff works directly with Dan Wiener and Jim Lowell and leads the analyst team 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 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.