|Lewis C. Frost|
Lewis Frost has served as a portfolio executive with Adviser Investments since 1999. Prior to this, Lewis worked for Scudder Investments in San Diego, CA and in Boston, MA, in its high net worth department. He also worked as a sales specialist for Fidelity Investments. Lewis served as a personal financial counselor for the U.S. Department of the Navy on Coronado Island in San Diego, CA, where he was recognized by the Secretary of Defense for assisting its personnel in managing their finances. A California native, Lewis graduated from the University of Utah in 1990. He currently lives in Newton Upper Falls, MA, with his wife.
|Christopher M. Hagan|
Chris joined Adviser Investments upon its acquisition of Kobren Insight Management (KIM) in 2011 and he specializes in investment management consulting for affluent individuals and families. Prior to joining KIM in 2009, Chris worked at Fidelity Investments in both San Francisco and Boston, most recently as the Director of Executive Services, educating and guiding corporate executives on equity compensation exercise strategies. In 2016, he was honored in Boston magazine for the fourth time as a Five Star Wealth Manager. Chris earned his B.A. from Saint Michael's College, his M.B.A. from the University of San Francisco and got his start in the financial services industry in 1997. He was awarded his CRPC® in February 2013. Chris makes regular television appearances on NECN in Boston.
Suzanne M. Irwin
|Stephen E. Johnson, JD, CFP®, CPWA® – Portfolio Manager|
Steve joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. He was a frequent presenter at Schwab seminars, has spoken before national audiences about issues and opportunities in the markets, and was a multiple recipient of the firm’s Chairman’s Club award. Steve is also a four-time Five Star Wealth Manager winner and has been quoted by Boston Magazine, the Boston Globe and USA Today, and has been interviewed on several investment radio programs. Steve holds a B.A. from the University of Vermont and is a magna cum laude graduate from the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch and Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He earned his Certified Financial Planner (CFP®) designation in 2012 and his Certified Private Wealth Advisor (CPWA) credential in 2014.
|Joshua W. Jones |
Josh serves as a portfolio executive and is a member of Adviser Investments' Portfolio Review Committee. Josh is responsible for marketing the firm's services to individual and institutional prospects. He joined Adviser Investments upon the 2011 acquisition of Kobren Insight Management (KIM), where he'd served a similar role since 1999. Josh has previously held positions with TIAA-CREF and Fidelity Investments. In 2016, he was honored in Boston magazine for the seventh time as a Five Star Wealth Manager. Josh earned a B.A. in political science from the University of Vermont. Josh makes regular television appearances on NECN in Boston.
|John Kennedy |
John came to Adviser Investments in May of 2009 as an account executive. Prior to this, he was a Financial Advisor at both Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments, supporting Registered Investment Advisors. John is a US Navy veteran and graduated from Syracuse University with a B.S. in finance.
Liz has worked in the financial services industry since 1997 and joined Adviser Investments as part of the acquisition of Kobren Insight Management (KIM) in 2011. As a portfolio executive she works directly with individual clients. Prior to joining KIM in 2004, she held positions of Vice President for Fisher Investments and Regional Vice President for Pioneer Investment Management. Liz is a Certified Senior Advisor (CSA) and is trained in issues of importance to seniors and their families. In 2016, she was honored in Boston magazine for the fifth time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover.
|Robert D. Lepson|
Bob joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Bob has more than 20 years of experience in the financial services industry. Prior to joining Braver, he was vice president and regional planning consultant with Fidelity Investments, working closely with high-net-worth clients. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. Bob is a two-time Five Star Wealth Manager recipient and his expertise has featured in the Boston Globe and Financial Advisor magazine as well as on WSJ.com. Bob has also hosted an online finance forum on Boston.com. He earned a B.A. from Brandeis University and is a Certified Financial Planner (CFP®) practitioner, a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®), and is also a member of the Financial Planning Association and the Boston Estate Planning Council. He resides in Brookline, MA with his wife Johanna and their two children.
Mark joined Adviser Investments in 2002 and serves as a vice president. He is also a member of the firm's Portfolio Review Committee. Mark began his career at Putnam Investments where he acted as a liaison between Putnam and Edward Jones, one of the largest broker/dealers in the country. In 2016, he was honored in Boston magazine for the second time as a Five Star Wealth Manager. Mark graduated from Colby College in Waterville, ME, majoring in psychology and minoring in classics. He also holds an M.A. in communications from Marquette University. An avid football fan and Eagle Scout, Mark also enjoys reading in his free time.
Todd is a member of Adviser Investments' Portfolio Review Committee and a portfolio executive. He also serves as a liaison between our research and account management teams. Todd joined Adviser Investments when the firm acquired Kobren Insight Management (KIM) in 2011. Todd got his start in the financial services industry in 1982—prior to joining KIM in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored three times in Boston magazine as a Five Star Wealth Manager. Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst designation, and is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).
Bradley K. Sharp
Jonathan R. St. Clair
Adam joined Adviser Investments in 2000 as a portfolio executive. Adam began his financial services career in 1985 as a performance measurement specialist for Bond Timing Services, where he provided analytical support to the firm's portfolio managers. In 1990, Adam was president of Telecost Management, a telecommunications consulting company that specialized in analyzing telecommunication systems for non-profits. He spent five years with George Kinder Financial Services as a financial adviser, working with private clients on investment, estate and retirement planning concerns. He sits on our Portfolio Review Committee and is a member of the Financial Planning Association (FPA). In 2016, he was honored in Boston magazine for the fourth time as a Five Star Wealth Manager. Adam graduated from the University of Massachusetts with degrees in art and economics, and earned his master's degree in education from Tufts University. He was awarded his CFP® in 1999. Adam lives in Lexington, MA, with his wife and children.
|Charles M. Toole, CFA, CFP® – Portfolio Manager|
Charlie joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. An engineer by training, Charlie has over 11 years of investment experience. Prior to joining Braver in 2006, he held positions with Boston Engineering Corporation and Parametric Technology Corp. as a consultant to technology and manufacturing firms. Charlie holds a B.S. in mechanical engineering from Worcester Polytechnic Institute and an M.S. in mechanical engineering from Northeastern University. He earned his Chartered Financial Analyst (CFA) designation in 2008 and his Certified Financial Planner (CFP®) certification in 2011, and is a member of the CFA Institute and the Boston Securities Analysts Society.
|James W. Verity |
Jamie is a portfolio executive and member of the Portfolio Review Committee and has been instrumental in helping clients achieve their financial goals since 1992. He is a Certified Senior Advisor (CSA) and is trained in issues of importance to seniors and their families. He's been with Adviser Investments since the acquisition of Kobren Insight Management (KIM) in 2011. Prior to joining KIM in 2005, Jamie was a Vice President and Investment Center Manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage. In 2016, he was honored in Boston magazine for the fourth time as a Five Star Wealth Manager. Jamie holds a B.A. in business with a minor in economics from Plymouth State University.
Rick joined Adviser Investments in March 2001 from American Express Financial Advisers, where he provided individual clients with comprehensive financial planning solutions. He is a member of Adviser Investments’ Portfolio Review Committee. In 2016, he was honored in Boston magazine for the fourth time as a Five Star Wealth Manager. Rick graduated from Marist College in Poughkeepsie, NY, with a B.S. in business administration, concentrating in marketing and finance. He is a member of the MA Financial Planning Association, was awarded his CFP® in 2005, his CRPC® in 2009 and his AWMA® designation in 2015. Rick is an active member of the Big Brother Big Sister Organization of Massachusetts Bay. He lives in Concord, MA, with his wife, son and daughter and enjoys running and golfing.
|Matthew G. Wyllie|
Matt Wyllie joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning solutions. He was awarded his AWMA® designation in 2015. Matt graduated from Bryant College in Smithfield, RI, with a B.S. in business administration and a concentration in finance. He lives with his wife and daughter in Acton, MA. Matt is an avid soccer fan and enjoys watching and playing it in his spare time.
|Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.|