Kobren Insight Management
Industry: Company
DescriptionHeadquarters: Sarasota, FL Founded: 1987 Parent organization: Adviser Investments, Inc
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Kobren Insight Management Employees
Employee
Years
Job
Industry
John Cogswell, CFA John Cogswell, CFA's Kobren Insight Management Experience 2001 - 2004
Job Chief Market Strategist at Baystate Wealth Management
Industry Investment Management
Experience
Baystate Wealth Management August 2009 - Present
E*TRADE May 2001 - August 2009
Kobren Insight Management 2001 - 2004
A.G. Edwards January 1999 - May 2001
Gruntal & Co. January 1996 - January 1999
Education
Northeastern University 1990 — 1995
Baystate Wealth Management August 2009 - Present
E*TRADE May 2001 - August 2009
Kobren Insight Management 2001 - 2004
A.G. Edwards January 1999 - May 2001
Gruntal & Co. January 1996 - January 1999
Education
Northeastern University 1990 — 1995
Bala Cumaresan Bala Cumaresan's Kobren Insight Management Experience October 1995 - June 2000
Job Chief Executive Officer at Siharum Advisors, LLC
Industry Investment Management
Experience
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Eric Godes Eric Godes's Kobren Insight Management Experience April 1990 - March 2011
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
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
Gordon Barnes, CAIA Gordon Barnes, CAIA's Kobren Insight Management Experience 2004 - 2006
Job Sr. Director Operational Due Diligence
Industry Investment Management
Experience
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
Kathleen Brien's Kobren Insight Management Experience June 2008 - July 2010
Job Dietetic Intern at Wellness Workdays
Industry Health, Wellness and Fitness
Experience
Wellness Workdays June 2015 - Present
Kobren Insight Management June 2008 - July 2010
Fidelity Charitable June 2007 - June 2008
Fidelity Investments June 2006 - June 2007
TD Bank July 2004 - August 2005
Merrimack College June 2002 - December 2003
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Medical Nutrition..., Weight Management, Fitness
Education
Simmons College 2012 — 2015
Certificate in the Didactic Program in Dietetics (DPD), Nurtrition and Health Promotion
Simmons College Graduate Studies 2012 — 2015
Master's Degree, Nutrition and Health Promotion
Merrimack College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Wellness Workdays June 2015 - Present
Kobren Insight Management June 2008 - July 2010
Fidelity Charitable June 2007 - June 2008
Fidelity Investments June 2006 - June 2007
TD Bank July 2004 - August 2005
Merrimack College June 2002 - December 2003
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Medical Nutrition..., Weight Management, Fitness
Education
Simmons College 2012 — 2015
Certificate in the Didactic Program in Dietetics (DPD), Nurtrition and Health Promotion
Simmons College Graduate Studies 2012 — 2015
Master's Degree, Nutrition and Health Promotion
Merrimack College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Chris Greeley Chris Greeley's Kobren Insight Management Experience September 2009 - December 2011
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
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
Maria Eichenwald Slowe Maria Eichenwald Slowe's Kobren Insight Management Experience March 2005 - March 2006
Job
Industry Investment Management
Experience
Virginia529 College Savings Plan June 2013 - Present
Thomson Reuters February 2013 - April 2013
CB&H Wealth Management March 2012 - December 2012
Enterprise Bank (Enterprise Bancorp) May 2008 - November 2011
Commonwealth Financial Network February 2007 - November 2007
Kobren Insight Management March 2005 - March 2006
Commonwealth Financial Network April 1999 - February 2005
Skills
Strategic Financial..., Investments, Investment Compliance, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Financial Services, Banking, Investment Management, Investment Advisory, Equities, Fixed Income, Management, Due Diligence, Alternative Investments, Trading, Series 7, Asset Allocation, Retirement Planning, Asset Management
Education
College for Financial Planning 2014 — 2015
APMA, Accredited Portfolio Management Advisor
Merrimack College 2010 — 2012
Certificate, Financial Planning
Stony Brook University
Bachelors of Science, Mathematics & Psychology
Virginia529 College Savings Plan June 2013 - Present
Thomson Reuters February 2013 - April 2013
CB&H Wealth Management March 2012 - December 2012
Enterprise Bank (Enterprise Bancorp) May 2008 - November 2011
Commonwealth Financial Network February 2007 - November 2007
Kobren Insight Management March 2005 - March 2006
Commonwealth Financial Network April 1999 - February 2005
Skills
Strategic Financial..., Investments, Investment Compliance, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Financial Services, Banking, Investment Management, Investment Advisory, Equities, Fixed Income, Management, Due Diligence, Alternative Investments, Trading, Series 7, Asset Allocation, Retirement Planning, Asset Management
Education
College for Financial Planning 2014 — 2015
APMA, Accredited Portfolio Management Advisor
Merrimack College 2010 — 2012
Certificate, Financial Planning
Stony Brook University
Bachelors of Science, Mathematics & Psychology
Bob Whelan's Kobren Insight Management Experience April 1995 - August 2006
Job The Colony Group, Senior Vice President Business Development
Industry Financial Services
Experience
The Colony Group LLC September 2006 - Present
Kobren Insight Management April 1995 - August 2006
BTS Asset Management April 1991 - April 1995
Skills
Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial..., New Business Development, Non-profit..., Financial Planners, Investments, Investment Advisory, Investment Management, Alternative Investments, Asset Management, Investment Strategies, Risk Management, Asset Allocation, Financial Advisory, Retirement, Retirement Planning, Equities
Education
Boston University 1979 — 1983
BA, Economics
Yorktown High School 1975 — 1979
The Colony Group LLC September 2006 - Present
Kobren Insight Management April 1995 - August 2006
BTS Asset Management April 1991 - April 1995
Skills
Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial..., New Business Development, Non-profit..., Financial Planners, Investments, Investment Advisory, Investment Management, Alternative Investments, Asset Management, Investment Strategies, Risk Management, Asset Allocation, Financial Advisory, Retirement, Retirement Planning, Equities
Education
Boston University 1979 — 1983
BA, Economics
Yorktown High School 1975 — 1979
Benjamin Harrison, CFA Benjamin Harrison, CFA's Kobren Insight Management Experience June 2005 - August 2005
Job High Yield Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments, Fidelity Management & Research Company May 2013 - Present
Fidelity Investments, Fidelity Management & Research Company January 2011 - May 2013
Fidelity Investments, Personal & Workplace Investing September 2009 - December 2010
USRowing June 2007 - August 2008
Kobren Insight Management June 2005 - August 2005
Education
University of Oxford - Said Business School 2008 — 2009
Master of Science (MSc), Management Research
Brown University 2003 — 2007
B.A., 20th Century History
Noble and Greenough School 1999 — 2003
Fidelity Investments, Fidelity Management & Research Company May 2013 - Present
Fidelity Investments, Fidelity Management & Research Company January 2011 - May 2013
Fidelity Investments, Personal & Workplace Investing September 2009 - December 2010
USRowing June 2007 - August 2008
Kobren Insight Management June 2005 - August 2005
Education
University of Oxford - Said Business School 2008 — 2009
Master of Science (MSc), Management Research
Brown University 2003 — 2007
B.A., 20th Century History
Noble and Greenough School 1999 — 2003
Nicholas Steward Nicholas Steward's Kobren Insight Management Experience July 2003 - November 2005
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
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
Nicholas Pollard's Kobren Insight Management Experience 1998 - 2000
Job Coordinating Producer Finance & Operations at WGBH
Industry Media Production
Experience
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
WGBH May 2012 - Present
Wrasse Systems, Inc. February 2011 - Present
Health911.com 2008 - Present
ProActive for Patients Media, Inc. 2009 - April 2011
International Data Corporation 2007 - 2008
Capstone Partners 2006 - 2007
UBS 2003 - 2006
Graduate School Internships 2000 - 2002
Kobren Insight Management 1998 - 2000
Merrill Lynch 1995 - 1998
Skills
Healthcare, Financial Analysis, Investment Banking, Research, Forecasting, Mergers, Strategic Planning, Business Strategy, Business Planning, Strategy Development, Investments, Financial Modeling, Competitive Analysis, Start-ups, Team Building, Product Development, Market Research, Management Consulting, Negotiation, Portfolio Management, Asset Management, Customer Relations, Corporate Finance, Venture Capital, Due Diligence, Entrepreneurship, New Business Development, Strategy, Finance, Mergers & Acquisitions, Analysis, Private Equity, Program Management, Consulting
Education
Boston University Questrom School of Business 2000 — 2002
MBA
Hobart and William Smith Colleges 1991 — 1995
BA
Sarah E. (Gilfillan) O'Toole, CFA's Kobren Insight Management Experience March 2001 - March 2004
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
Wellington Management Company, LLP March 2004 - May 2013
Kobren Insight Management March 2001 - March 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Product Management, Marketing Strategy
Education
Bucknell University 1995 — 1999
BA, Economics
Fidelity Investments September 2014 - Present
Wellington Management Company, LLP March 2004 - May 2013
Kobren Insight Management March 2001 - March 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Product Management, Marketing Strategy
Education
Bucknell University 1995 — 1999
BA, Economics
Jeff DeMaso, CFA's Kobren Insight Management Experience February 2005 - May 2006
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
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
Andy Brody's Kobren Insight Management Experience March 1995 - March 2008
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
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
Steve Stanonik's Kobren Insight Management Experience September 2000 - March 2003
Job Director of Business Development
Industry Financial Services
Experience
Brooker Financial Corp. February 2012 - Present
The Free Clinic October 2008 - Present
Crestwood Management December 2008 - December 2011
JPMorgan Chase January 2005 - April 2007
Fidelity Investments January 2004 - December 2004
Kobren Insight Management September 2000 - March 2003
Fidelity Investments July 1993 - September 2000
Skills
Relationship Management, Mortgage Lending, PowerPoint, Management, Customer Service, Leadership, Strategic Planning, Insurance, Process Improvement, Operations Management, Portfolio Management, CRM, Real Estate, FHA, Refinance, Financial Services
Education
Boston University
Bachelor's Degree, Political Science, Economics, French
Trinity High School
Trinity High School
Brooker Financial Corp. February 2012 - Present
The Free Clinic October 2008 - Present
Crestwood Management December 2008 - December 2011
JPMorgan Chase January 2005 - April 2007
Fidelity Investments January 2004 - December 2004
Kobren Insight Management September 2000 - March 2003
Fidelity Investments July 1993 - September 2000
Skills
Relationship Management, Mortgage Lending, PowerPoint, Management, Customer Service, Leadership, Strategic Planning, Insurance, Process Improvement, Operations Management, Portfolio Management, CRM, Real Estate, FHA, Refinance, Financial Services
Education
Boston University
Bachelor's Degree, Political Science, Economics, French
Trinity High School
Trinity High School
Jill Chasse's Kobren Insight Management Experience 1996 - 1997
Job Change Management Administrator at TJX Corporation
Industry Information Technology and Services
Experience
TJX Corporation June 2015 - Present
EMC August 2011 - March 2015
Mass Mutual August 2009 - October 2011
Northeast Utilities August 2008 - August 2009
Viryanet March 2007 - February 2008
National Grid August 2001 - March 2007
OpenPages September 2000 - February 2001
Mascot Network 1999 - 2001
ADS 1997 - 1999
Kobren Insight Management 1996 - 1997
Skills
Agile Methodologies, Scrum, Software Documentation, Project Management, Business Process, Management, Analysis, Training, Leadership, Start-ups, Human Resources, SOA, Testing, CRM, Recruiting, SDLC, Software Development, Budgets, Databases, Employee Relations, Program Management, Business Analysis
Education
Bunker Hill Community College 1985 — 1987
TJX Corporation June 2015 - Present
EMC August 2011 - March 2015
Mass Mutual August 2009 - October 2011
Northeast Utilities August 2008 - August 2009
Viryanet March 2007 - February 2008
National Grid August 2001 - March 2007
OpenPages September 2000 - February 2001
Mascot Network 1999 - 2001
ADS 1997 - 1999
Kobren Insight Management 1996 - 1997
Skills
Agile Methodologies, Scrum, Software Documentation, Project Management, Business Process, Management, Analysis, Training, Leadership, Start-ups, Human Resources, SOA, Testing, CRM, Recruiting, SDLC, Software Development, Budgets, Databases, Employee Relations, Program Management, Business Analysis
Education
Bunker Hill Community College 1985 — 1987
John Manley, CFA's Kobren Insight Management Experience 2001 - 2004
Job Senior Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
William Blair & Company May 2014 - Present
Meketa Investment Group January 2005 - April 2014
Kobren Insight Management 2001 - 2004
Brown Brothers Harriman 2000 - 2001
Skills
Alternative Investments, Fixed Income, Asset Management, Investments, Due Diligence, Private Equity, Valuation, Mutual Funds, Portfolio Management, Asset Allocation, Institutional..., Investment Management, Capital Markets, Investment Strategies, Hedge Funds
Education
Hamilton College 1996 — 2000
Bachelor of Arts (BA), Economics and Government
Noble and Greenough 1990 — 1995
David Lebovitz's Kobren Insight Management Experience June 2009 - June 2010
Job Vice President, Global Market Strategist, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2010 - Present
Kobren Insight Management June 2009 - June 2010
Samoset Asset Management July 2008 - August 2008
Skills
Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Investments, Strategy, Equities, Market insight, Economic knowledge, Global Research, Publication Strategy, Public Speaking
Education
Columbia University in the City of New York 2014 — 2015
Master of Business Administration (M.B.A.)
London Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Political Science, Philosophy, Leadership Studies (concentration)
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
Phillips Exeter Academy 2002 — 2005
J.P. Morgan Asset Management June 2010 - Present
Kobren Insight Management June 2009 - June 2010
Samoset Asset Management July 2008 - August 2008
Skills
Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Investments, Strategy, Equities, Market insight, Economic knowledge, Global Research, Publication Strategy, Public Speaking
Education
Columbia University in the City of New York 2014 — 2015
Master of Business Administration (M.B.A.)
London Business School 2014 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA, Political Science, Philosophy, Leadership Studies (concentration)
The Tuck School of Business at Dartmouth 2008 — 2008
Bridge Program
Phillips Exeter Academy 2002 — 2005
Hank Soluk's Kobren Insight Management Experience 2002 - 2005
Job VP Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
James W. Verity's Kobren Insight Management Experience January 2005 - March 2011
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
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
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY