Adviser Investments

Description

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

Employee
Years
Job
Industry
Josh Jurbala Josh Jurbala Boston, Massachusetts Details
Josh Jurbala's Adviser Investments Experience June 2013 - Present
Job Operations Associate at Adviser Investments
Industry Financial Services
Experience
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

Kendall Woods Kendall Woods United States Details
Kendall Woods's Adviser Investments Experience January 2015 - Present
Job Client Service Associate at Adviser Investments
Industry Financial Services
Experience
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

Jessica Boynton Jessica Boynton Manchester, New Hampshire Details
Jessica Boynton's Adviser Investments Experience May 2013 - June 2014
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
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

Claudine (LaFavre) Schrock Claudine (LaFavre) Schrock Greater Boston Area Details
Claudine (LaFavre) Schrock's Adviser Investments Experience July 2014 - Present
Job Client Services Manager at Adviser Investments
Industry Financial Services
Experience
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

Ryan Christensen Ryan Christensen Greater Boston Area Details
Ryan Christensen's Adviser Investments Experience November 2014 - Present
Job Account Manager at Adviser Investments
Industry Financial Services
Experience
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

Elisabeth Lang Elisabeth Lang Washington D.C. Metro Area Details
Elisabeth Lang's Adviser Investments Experience 2007 - 2009
Job Sr. Director and Asst. Treasurer Investments and Risk Management at NPR
Industry Broadcast Media
Experience
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

Alex LaPointe Alex LaPointe Greater Boston Area Details
Alex LaPointe's Adviser Investments Experience 2013 - Present
Job Business Development Officer at Adviser Investments
Industry Investment Management
Experience
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

David Mastroianni David Mastroianni Greater Boston Area Details
David Mastroianni's Adviser Investments Experience April 2014 - Present
Job Client Services Manager at Adviser Investments
Industry Financial Services
Experience
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

Karly Rizzo Karly Rizzo Greater Boston Area Details
Karly Rizzo's Adviser Investments Experience August 2013 - Present
Job Marketing Manager at Adviser Investments
Industry Financial Services
Experience
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

Eric Godes Eric Godes Greater Boston Area Details
Eric Godes's Adviser Investments Experience March 2011 - April 2013
Job COO and Chief Wealth Advisory Officer at Federal Street Advisors
Industry Investment Management
Experience
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

Sui Yan (Sandy) Shi Sui Yan (Sandy) Shi Greater Boston Area Details
Sui Yan (Sandy) Shi's Adviser Investments Experience 2007 - 2012
Job Senior Accountant at Advent International
Industry Capital Markets
Experience
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

Adam Sharp Adam Sharp Portland, Maine Details
Adam Sharp's Adviser Investments Experience 2001 - 2003
Job Director, Dynamics Business Development at Tyler Technologies
Industry Computer Software
Experience
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

Matthew Schulman Matthew Schulman Greater Boston Area Details
Matthew Schulman's Adviser Investments Experience January 2009 - January 2012
Job Director of Business Development at U.S. Wealth Management
Industry Financial Services
Experience
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

Colleen Harmon Colleen Harmon Greater Boston Area Details
Colleen Harmon's Adviser Investments Experience January 2006 - September 2010
Job Epic Applications Analyst at East Boston Neighborhood Health Center
Industry Hospital & Health Care
Experience
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

Sarah Kozak Sarah Kozak Greater Boston Area Details
Sarah Kozak's Adviser Investments Experience November 2014 - Present
Job Marketing Associate at Adviser Investments
Industry Marketing and Advertising
Experience
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

Bridget Costello, CFP® Bridget Costello, CFP® Greater Los Angeles Area Details
Bridget Costello, CFP®'s Adviser Investments Experience 2012 - 2013
Job Senior Investment Advisor Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
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

Jake Lynch Jake Lynch Greater Boston Area Details
Jake Lynch's Adviser Investments Experience March 2015 - Present
Job Director of Business Analysis
Industry Investment Management
Experience
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

Emily Cluff Emily Cluff Wellesley Hills, Massachusetts Details
Emily Cluff's Adviser Investments Experience February 2010 - April 2014
Job Financial Associate, SFP Wealth
Industry Financial Services
Experience
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

Chad V. Perbeck Chad V. Perbeck San Francisco Bay Area Details
Chad V. Perbeck's Adviser Investments Experience July 2008 - November 2008
Job Senior Research Consultant at Litman Gregory
Industry Investment Management
Experience
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

Jackson Schneider Jackson Schneider Boston, Massachusetts Details
Jackson Schneider's Adviser Investments Experience September 2004 - January 2006
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Rick Winters, CFP®, CRPC®, AWMA® Rick Winters, CFP®, CRPC®, AWMA® Greater Boston Area Details
Rick Winters, CFP®, CRPC®, AWMA®'s Adviser Investments Experience April 2001 - Present
Job Vice President
Industry Investment Management
Experience
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

Chris Greeley Chris Greeley Greater Boston Area Details
Chris Greeley's Adviser Investments Experience September 2009 - March 2012
Job Director, PAS Workplace Channel Development
Industry Financial Services
Experience
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

Nicholas Steward Nicholas Steward Greater Boston Area Details
Nicholas Steward's Adviser Investments Experience March 2011 - July 2013
Job Proprietor at Steward Archives
Industry Financial Services
Experience
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

Bryan Blake Bryan Blake Greater Boston Area Details
Bryan Blake's Adviser Investments Experience 2005 - 2006
Job President and Executive Director at Calare Properties, Inc.
Industry Investment Management
Experience
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

Jeff DeMaso, CFA Jeff DeMaso, CFA Greater Boston Area Details
Jeff DeMaso, CFA's Adviser Investments Experience March 2011 - Present
Job Director of Research at Adviser Investments
Industry Investment Management
Experience
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

Daniel Wiener Daniel Wiener Greater New York City Area Details
Daniel Wiener's Adviser Investments Experience October 1994 - Present
Job Chairman, Adviser Investments
Industry Financial Services
Experience
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

Andy Brody Andy Brody Greater Boston Area Details
Andy Brody's Adviser Investments Experience January 2011 - June 2012
Job Managing Director / Trading and Operations at Ferris Capital, LLC
Industry Financial Services
Experience
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

James W. Verity James W. Verity Greater Boston Area Details
James W. Verity's Adviser Investments Experience March 2011 - Present
Job Vice President at Adviser Investments
Industry Financial Services
Experience
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

Ken Cooperman Ken Cooperman Greater Boston Area Details
Ken Cooperman's Adviser Investments Experience 1993 - 1995
Job Director at Windrose Advisors
Industry Financial Services
Experience
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

Christopher Hagan Christopher Hagan Greater Boston Area Details
Christopher Hagan's Adviser Investments Experience 2009 - Present
Job Vice President at Adviser Investments
Industry Financial Services
Experience
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

Chad Onufrechuk Chad Onufrechuk Greater Boston Area Details
Chad Onufrechuk's Adviser Investments Experience May 2002 - Present
Job Director of Operations at Adviser Investments, LLC
Industry Financial Services
Experience
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

Jeff Wheeler Jeff Wheeler Greater Boston Area Details
Jeff Wheeler's Adviser Investments Experience December 2007 - September 2011
Job Partner at New York Life
Industry Insurance
Experience
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

Brian Mackey, CFA Brian Mackey, CFA Greater Boston Area Details
Brian Mackey, CFA's Adviser Investments Experience November 2012 - Present
Job Research Analyst at Adviser Investments
Industry Financial Services
Experience
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

Seth Kennedy Seth Kennedy Greater Boston Area Details
Seth Kennedy's Adviser Investments Experience October 2011 - Present
Job Senior Research Analyst at Adviser Investments
Industry Financial Services
Experience
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

Cindy Mulica Cindy Mulica Lynnfield, Massachusetts Details
Cindy Mulica's Adviser Investments Experience September 1999 - March 2000
Job Portfolio Assistant & Community Investments at Trillium Asset Management
Industry Investment Banking
Experience
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

Maeve Mackey Maeve Mackey Old Lyme, Connecticut Details
Maeve Mackey's Adviser Investments Experience December 2013 - Present
Job Client Service Associate at Adviser Investments
Industry Financial Services
Experience
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

Jennifer Manning Jennifer Manning Greater Boston Area Details
Jennifer Manning's Adviser Investments Experience July 2013 - April 2015
Job Compliance Officer at State Street Global Advisors
Industry Financial Services
Experience
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

Robert Eckland Robert Eckland Kennebunk, Maine Details
Robert Eckland's Adviser Investments Experience May 2014 - August 2014
Job Financial Management Program Intern at General Electric (GE)
Industry
Experience
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