Portfolio Executives
| Bridget Costello Bridget joined the team at Adviser Investments in March 2008. She is responsible for coordinating all client service and reporting needs with the relationship management team, the operations group, the portfolio executives and account executives. Prior to joining the firm, she worked as an administrative assistant at a CPA firm. She graduated from Emmanuel College with a B.S. in Business Administration and enjoys traveling and skiing in her spare time. | |
| 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 and their very large dog. | |
| 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. He was honored in Boston magazine as a 2013 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 Sue joined Adviser Investments during our first year of operations in 1995. She has worked as a portfolio administrator, a securities analyst, and as Adviser Investments' operations manager prior to becoming a portfolio executive in 2001. Sue is a member of the Portfolio Review Committee and holds a B.A. in economics from Stonehill College in Easton, MA, as well as an M.B.A. from Iona College in New Rochelle, NY. An avid golfer and travel enthusiast, Sue lives in Charlestown, MA. | |
| 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 2013, he was honored in Boston magazine for the fourth 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. | |
| Elizabeth Kesselman 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 and is currently a member of the Portfolio Review Committee. 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 2013, she was honored in Boston magazine for the second time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover. | |
| Mark Nichols Mark joined Adviser Investments in 2002 and serves as a portfolio executive, working closely with the firm's senior investment strategists to ensure his clients' portfolios are allocated appropriately for their needs and expectations. Mark began his career at Putnam Investments where he acted as a liaison between Putnam Investments and Edward Jones, one of the largest broker/dealers in the country. 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 Peters 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. In 2013, he was honored in Boston magazine for the third time 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). | |
Jonathan R. St. Clair | |
| Adam Strauss 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). He was recognized through Boston magazine for receiving a 2013 Five Star Wealth Manager award, selected as being among the top 7% of his peers in the area. 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. | |
| 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. He was recognized through Boston magazine for receiving a 2013 Five Star Wealth Manager award, selected as being among the top 7% of his peers in the area. Jamie holds a B.A. in business with a minor in economics from Plymouth State University. | |
| Rick Winters 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. He was recognized through Boston magazine for receiving a 2013 Five Star Wealth Manager award, selected as being among the top 7% of his peers in the area. 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 June 2005 and his CRPC® in July 2009. Rick is an active member of the Big Brother Big Sister Organization of Massachusetts Bay. He lives in Concord, MA, with his wife and son, 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. 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 Randolph, MA. Matt is an avid soccer fan and enjoys watching and playing it in his spare time. |
