Adviser Investments
Address: 85 Wells Ave, Newton, MA 02459 Phone: (800) 492-6868: Hours: Place name: : : Website: : Category: : : Website: http://www.adviserinvestments.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Adviser Investments Posting publicly on the Web Write a review Reviews Be the first to review
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Adviser Investments Employees
Adviser Investments June 2013 - Present
Boston Private Bank July 2012 - December 2012
Data Quest Investigations, LTD July 2011 - July 2012
Giorgio Armani July 2010 - July 2011
Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Transactional Analysis, Account Reconciliation, Trading, Research, Microsoft Office, Anti Money Laundering, Salesforce.com, Orion
Education
Pace University - Lubin School of Business 2015 — 2016
Master's Degree, Finance, General
Northeastern University 2008 — 2013
Bachelor of Science, Criminal Justice, Minor in Business Administration
Swinburne University of Technology 2009 — 2009
Study Abroad - Melbourne, Australia
The Masters School 2004 — 2008
High School Diploma
Adviser Investments January 2015 - Present
TiVo Research and Analytics (TRA) June 2014 - September 2014
Southern Stone Media May 2013 - July 2013
MTV Networks May 2012 - August 2012
Skills
Social Media, PowerPoint, Teaching, Editing, Microsoft Office, Research, Facebook, Microsoft Word
Education
Bucknell University 2010 — 2014
Bachelor of Arts (BA), English Language and Literature, General
Tuck School of Business at Dartmouth
Bridge Program
Hamden Hall Country Day 2006 — 2010
Northwestern Mutual June 2014 - Present
Adviser Investments May 2013 - June 2014
Fidelity Investments September 2011 - May 2013
Fidelity Investments August 2010 - September 2011
Fidelity Investments December 2009 - August 2010
Merrimack Mortgage February 2009 - December 2009
Skills
Series 7, Mutual Funds, Uniform Combined State..., Retirement, Retirement Planning, FINRA, Securities, Investments, Strategic Financial..., Fixed Income, Relationship Management, Equities, Trading, Options, Insurance, Mortgage Lending, Investment Advisory, Financial Services, 401k, Bonds, Wealth, Wealth Management..., Stocks, 529 Plans, 401k Rollovers, High Net Worth..., Roth IRA, Finance, Electronic Trading, IRAs, Equity Research, Loans, College Savings Plans, Derivatives, ETFs, Series 65, Asset Allocation, Series 63, Wealth Management, Life Insurance, Long Term Care Insurance
Education
Merrimack College 2010 — 2011
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2009
B.S. Business Studies - International Management, Cum Laude
Adviser Investments July 2014 - Present
Skills
Series 65, Media Skills Training, Social Media, Customer Service, Microsoft Office, Series 6, Series 63, Social Media Marketing, PowerPoint, Communication Skills, Organization &..., Referral Networking, Executive Calendar..., Manage Client..., Outlook, Teaching, Interviewing Skills, Written & Oral..., Time Management, Office Management, Creative Writing, Final Cut Pro, Photoshop, Dreamweaver, Insurance, French, Italian
Education
Elon University 2003 — 2007
B.A
Nantucket High School 1999 — 2003
Adviser Investments November 2014 - Present
Adviser Investments October 2012 - November 2014
New England Financial Group, LLC March 2011 - October 2012
New England Securities March 2011 - October 2012
Education
Roger Williams University 2006 — 2010
Finance, Business
GMHS
NPR 2009 - Present
National Public Radio 2009 - 2012
Adviser Investments 2007 - 2009
Income Research & Management 2006 - 2007
Tufts University 1994 - 2006
Patterson Capital 1989 - 1994
Skills
Investments, Risk Management, Non-profits, Process Improvement, Operations Management, Asset Managment, Treasury, Asset Allocation, Investment Management, Strategic Financial..., Valuation, Mutual Funds, Debt, Insurance, Asset Management, Compliance, Nonprofits, Financial Services, Equities, Financial Risk, Management, Fixed Income, Due Diligence, Mergers & Acquisitions, Financial Modeling
Education
The Johns Hopkins University 1982 — 1986
BA
University of California, Los Angeles
MA
Adviser Investments 2013 - Present
Columbia Management July 2010 - April 2013
Columbia Management December 2007 - June 2010
Ameriprise Financial Services, Inc. September 2006 - November 2007
Skills
Mutual Funds, Investments, Asset Allocation, Defined Contribution, Sales, Series 7, Series 63, Series 65
Education
Ithaca College 2002 — 2006
Bachelor of Science (BS), International Business
Winchester High School
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Adviser Investments August 2013 - Present
Adviser Investments June 2012 - August 2013
Adviser Investments May 2011 - August 2012
Adviser Investments March 2008 - June 2011
Skills
Marketing, Management, Sales, Marketing Strategy, Social Media Marketing, Email Marketing, Leadership, Marketing Communications, Social Media, CRM
Education
Northeastern University 2002 — 2007
Bachelor of Science, Finance & Insurance and Management
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
Advent International October 2014 - Present
Aramark Uniform Services October 2012 - October 2014
Adviser Investments 2007 - 2012
Bank of America 2004 - 2007
Skills
Advanced Excel, Financial Reporting, G/L Reconciliations, Financial Audits, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable
Education
Suffolk University
Bachelor of Science (B.S.), Accounting
Quincy High School
Tyler Technologies August 2011 - Present
Tyler Technologies 2003 - 2010
Adviser Investments 2001 - 2003
StoneGate Partners 1998 - 2001
Skills
Professional Services, Solution Selling, SaaS, Salesforce.com, Cloud Computing, Account Management, Enterprise Software, Business Intelligence, ERP, Strategic Partnerships, Partner Management, CRM, Business Development
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), History
U.S. Wealth Management June 2014 - Present
Weston Capital Partners January 2012 - May 2014
Adviser Investments January 2009 - January 2012
Weston Public Schools 2008 - 2009
Citizens bank January 2007 - June 2008
UBS Wealth Management April 2001 - January 2007
Paine Webber January 1999 - April 2001
Prudential Securities 1997 - 1999
Prudential Securities 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Training, Coaching, Retirement Planning, Asset Management, Strategic Financial..., Mutual Funds, Sales, Asset Managment, Asset Allocation, Management, New Business Development, Business Strategy, Strategic Planning, Networking, Cross Selling, Account Management, Investment Advisory, Financial Analysis, Financial Services
Education
Brandeis University 1984 — 1987
BA, Economics
Lexington High School 1981 — 1983
East Boston Neighborhood Health Center May 2012 - Present
BayPath Figure Skating October 2004 - February 2013
MEDITECH October 2010 - October 2011
Adviser Investments January 2006 - September 2010
Town of Lincoln Summer Day Camp June 2008 - August 2010
Skills
-Strategic planning..., -Excellent..., - Proficient in: MS..., -Work with all levels..., -Training and Coaching..., -Provide product..., Data Analysis, Management, Customer Service
Education
University of Massachusetts, Amherst 2006 — 2010
BS, Public Health Science
Adviser Investments November 2014 - Present
Vermont Tree Cabin January 2014 - December 2014
Samuels & Son Seafood Co July 2014 - September 2014
University of Vermont - Person-Environment Zone Projects & College of Medicine Biostatistics Unit August 2012 - May 2014
Propel Marketing December 2013 - January 2014
Skills
Social Media, Facebook, Research, Social Media Marketing, PowerPoint, Marketing, Psychology, Spanish, Critical Thinking, Blogging, Microsoft Office, Microsoft Excel, Photoshop, SPSS, OS X, SEO, German, WordPress, Entrepreneurship, Customer Service, Statistics, Data Analysis, Basic HTML, Content Marketing, Data coding & Analysis, Google Analytics, Visual Arts, Organizational..., Design, Qualitative Research, Unix, Marketo
Education
University of Vermont 2012 — 2014
Bachelor's Degree, Psychology, Entrepreneurship Minor
Drake University 2010 — 2012
Bachelor of Science (B.S.), Psychology
Kayne Anderson Rudnick August 2015 - Present
OneWest Bank October 2014 - August 2015
Adviser Investments 2012 - 2013
Adviser Investment Management March 2008 - December 2011
Skills
Mutual Funds, Asset Allocation, Wealth Management, Series 7, Asset Management, Investments, Retirement Planning, Estate Planning, Investment Management, Series 65, Relationship Management, Investment Advisory, Portfolio Management, Finance, Financial Services, Financial Analysis
Education
Emmanuel College 2006 — 2009
BS, Business Administration
Boston University - Metropolitan College
Financial Planning and Services
Adviser Investments March 2015 - Present
Navy Federal Credit Union December 2014 - March 2015
Navy Federal Credit Union June 2013 - December 2014
T. Rowe Price May 2012 - August 2012
TheStreet May 2009 - July 2011
GigaOM May 2010 - June 2011
TheStreet August 2008 - May 2009
Education
University of Virginia 2011 — 2013
Master of Business Administration
Dartmouth College 2008 — 2008
Business Bridge Program
Bowdoin College 2004 — 2008
Bachelor of Arts
Adviser Investments February 2010 - April 2014
Skills
Investments, Asset Management, Equities, Mutual Funds, Asset Allocation, Wealth Management
Education
University of South Florida 2008 — 2009
Bachelors of Science, Finance
Florida Gulf Coast University
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
UBS Private Wealth Management November 2014 - Present
UBS Private Wealth Management February 2009 - November 2014
Bernstein Global Wealth Management January 2006 - February 2009
Adviser Investments September 2004 - January 2006
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Bachelor's Degree, Finance, General
Gorham High School 1996 — 2000
Gorham, Maine
Adviser Investments April 2001 - Present
Adviser Investments August 2007 - December 2011
American Express Financial Advisors June 2000 - April 2001
Skills
Investments, Retirement Planning, Series 7, Finance, Investment Strategies, Estate Planning, Investment Management, Risk Management, Relationship Management, Mutual Funds
Education
Marist College 1996 — 2000
BSBA, Marketing & Finance
Immaculata High School 1992 — 1996
Fidelity Investments September 2015 - Present
Fidelity Investments April 2012 - Present
Adviser Investments September 2009 - March 2012
Kobren Insight Management September 2009 - December 2011
Fidelity Investments 1995 - September 2009
BayBank 1993 - 1995
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Asset Managment, Investments, Series 7, Series 63, Retirement
Education
College for Financial Planning 2004 — 2004
CRPC
Bridgewater State University 1980 — 1984
BS, Education
Catholic Memorial 1976 — 1980
HS
Steward Archives June 2014 - Present
Adviser Investments March 2011 - July 2013
Etrade November 2005 - March 2011
Kobren Insight Management July 2003 - November 2005
Fidelity Investments 1998 - 2002
Skills
Investments, Portfolio Management
Education
Connecticut College 1986 — 1990
BA, Art History
Groton School 1981 — 1986
Calare Properties, Inc. 2011 - Present
CCG Investor Relations 2010 - 2011
Barclays Capital 2008 - 2008
Fidelity Investments 2006 - 2008
Adviser Investments 2005 - 2006
Skills
New Business Development, Investor Relations, Institutional Sales, Real Estate, High Net Worth..., Fundraising, Marketing, Emerging Markets, Mergers, Investment Strategies
Education
Trinity College-Hartford
BA
Adviser Investments March 2011 - Present
Kobren Insight Management an E*TRADE Company June 2006 - March 2011
Kobren Insight Management February 2005 - May 2006
Education
Tufts University 2002 — 2006
BA, Economics
Adviser Investments October 1994 - Present
Independent Adviser for Vanguard Investors January 1991 - Present
U.S. News 1987 - 1991
Fortune Magazine February 1983 - 1987
Inform September 1977 - December 1980
Education
Tufts University 1973 — 1977
Bachelor of Science, Biology, General
Staples High School 1970 — 1973
Ferris Capital, LLC June 2012 - Present
Adviser Investments January 2011 - June 2012
E*TRADE Financial Corporation March 2008 - January 2011
Kobren Insight Management March 1995 - March 2008
Education
Nichols College 1988 — 1992
Framingham North High School 1984 — 1988
Adviser Investments March 2011 - Present
Kobren Insight Management January 2005 - March 2011
Charles Schwab & Co., Inc. December 2003 - January 2005
Charles Schwab January 2000 - December 2003
Charles Schwab April 1993 - January 2000
Olde Discount Stockbrokers Inc January 1992 - January 1993
Education
Plymouth State University 1988 — 1992
BS, Management
Melrose High School 1985 — 1988
Windrose Advisors March 2011 - Present
Advisory Consulting Services March 2009 - December 2010
Athena Capital Advisors October 2002 - February 2009
Thinking Investments, Inc. January 2001 - February 2002
JPMorgan Chase September 1999 - December 2000
SunGard Financial Systems August 1998 - September 1999
The D. E. Shaw Group 1996 - 1998
Morgan Stanley January 1995 - February 1996
Adviser Investments 1993 - 1995
Fidelity Investments 1986 - 1993
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Wealth Management, Start-ups, Performance Reporting, Leadership, Investment Advisory, Trading, Financial Services, Securities, Asset Management, securities trading, Investments, Mutual Funds, Private Equity, Management, Capital Markets, Equities, Fixed Income, Private Clients
Education
Northeastern University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.), Finance
Providence College
B.S., Business Management
Adviser Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
UBS PaineWebber 2002 - 2003
Standish Mellon Asset Management May 2001 - August 2002
Brown Brothers Harriman 1997 - 1999
Skills
Mutual Funds, Investments, Equities, Retirement Planning, Business Development, FINRA, Product Management, CRM, Relationship Management, Management, Series 7, Series 65, Series 63, Asset Allocation, Sales, Asset Managment, Financial Analysis, Municipal Bonds, MBA
Education
University of San Francisco - School of Management 2004 — 2005
MBA, Management
Saint Michael's College 1993 — 1997
BA, English, Philosophy
Needham High School
Adviser Investments May 2002 - Present
Johnstown Chiefs September 2001 - April 2002
Mobile Mysticks Hockey Club 1999 - 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Finance, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BS, Business Administration
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Adviser Investments November 2012 - Present
Registered Investment Advisor May 2008 - June 2012
Skills
Investments, Mutual Funds
Education
Elon University 2006 — 2010
Bachelor of Arts (B.A.), Economics
High School 2003 — 2006
Adviser Investments October 2011 - Present
The Independent Adviser for Vanguard Investors September 2001 - Present
Adviser Investments September 2005 - October 2011
Adviser Investments September 2001 - September 2005
Education
Middlebury College 1996 — 2001
English
Trillium Asset Management August 2013 - Present
Canaccord Genuity Inc. (formerly Canaccord Adams and Adams Harkness) June 2000 - Present
Adviser Investments September 1999 - March 2000
Adams Harkness February 1983 - September 1999
Skills
Capital Markets, Portfolio Management, Equity Trading, Asset Managment, GIrls High School and..., Securities, Management, Asset Management, Investment Banking, Settlement, Back Office, Middle Office, Trading Systems, Series 7, Hedge Funds, Finance, Trading, Leadership, Series 63, Derivatives, Process Improvement
Education
Cambridge College, Cambridge, MA 1994 — 1995
Master's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Adviser Investments December 2013 - Present
Miller's Stamp Company May 2011 - August 2013
The Bowerbird November 2007 - January 2013
United States Coast Guard Academy Alumni Association May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Event Planning, PowerPoint, Microsoft Word
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
State Street Global Advisors April 2015 - Present
Adviser Investments July 2013 - April 2015
Apollo Global Management LLC June 2012 - July 2013
Sidley Austin LLP January 2010 - June 2012
Education
Fordham University 2004 — 2008
Fontbonne Academy 2000 — 2004
General Electric (GE) October 2014 - Present
Adviser Investments May 2014 - August 2014
Pier 77 Restaurant 2012 - 2013
Guay's Sunoco July 2010 - January 2011
Bennett's Store June 2009 - October 2009
Skills
Microsoft Excel, PowerPoint, Spanish, Customer Service, Microsoft Word, Microsoft Office, English, Windows, Outlook, Data Entry, Facebook
Education
University of Notre Dame 2012 — 2016
Economics and Philosophy
Kennebunk High School 2008 — 2012