Daniel P. Wiener

Co-Founder at Adviser Investments LLC

Daniel P. Wiener

Daniel P. Wiener

Co-Founder at Adviser Investments LLC

Biography

Mr. Daniel P. Wiener is a Chairman at Adviser Investments LLC. He is on the Board of Directors at Adviser Investment Management, Inc. He has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He is editor of The Independent Adviser for Vanguard Investors, and author of the comprehensive text on investing with Vanguard, the annual Independent Guide to the Vanguard Funds. He co-founded Adviser Investments LLC in 1994 in response to numerous requests for his personal supervision over client accounts. Previously, he spent seven years on the board of the Bedford-Stuyvesant YMCA and currently serves on the investment committee of BRIC, an arts and music non-profit.He earned a B.S. from Tufts University. An avid cyclist, he and his wife live in Brooklyn, NY.

Overview
Career Highlights

Adviser Investments Acquisition Co. LLC
Adviser Investments LLC

RelSci Relationships

350

Primary Location

Brooklyn, New York

Number of Boards

5

Number of Awards

2

Interests

Cycling

Contact Data
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Relationships
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Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Founder, Director at Adviser Investments LLC

Relationship likelihood: Strong

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Former Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Account Executive at Adviser Investments LLC

Relationship likelihood: Strong

Controller, Director of Finance & Human Resources at Adviser Investments LLC

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Senior Vice President, Fixed Income Manager at Adviser Investments LLC

Relationship likelihood: Strong

Managing Director at Adviser Investments LLC

Relationship likelihood: Strong

Director of Operations at Adviser Investment Management, Inc.

Relationship likelihood: Strong

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Daniel P. Wiener
Co-Founder at Adviser Investments LLC
Education
BS

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

Career History
Co-Founder
1994 - Current

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor's long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Chairman & Chief Executive Officer
2010 - 2016

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

Director
Current

Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA.

Boards & Committees
Chairman
1994 - Current

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor's long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Director
Current

Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA.

Chairman & Chief Executive Officer
Prior - 2016

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

Secretary & Treasurer, Board of Directors
Current
Member, Investment Committee
Tenure Unconfirmed

PROMOTES AND PRESENTS CULTURAL,EDUCATIONAL, AND MEDIA PROGRAMS REFLECTIVE OF BROOKLYN'S Diverse Communities.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K +
2006

YMCA GNY IS A COMMUNITY SVC ORGANIZATION FOR ALL NEW YORKERS TO EMPOWER YOUTH, IMPROVE HEALTH AND STRENGTHEN COMMUNITY. (SEE SCHEDULE O)

$10K +
2005

YMCA GNY IS A COMMUNITY SVC ORGANIZATION FOR ALL NEW YORKERS TO EMPOWER YOUTH, IMPROVE HEALTH AND STRENGTHEN COMMUNITY. (SEE SCHEDULE O)

Political Donations
$5,000
2010

The Democratic Congressional Campaign Committee (DCCC) is the official campaign arm of the Democrats in the House. The DCCC is the only political committee in the country whose principal mission is to support Democratic House candidates every step of the way.

$1,000
2010
$500
2010

Managing Director & Chief Investment Officer at Advantage Capital Partners

Awards & Honors
Rank #24
2014
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #21
2013
Barron's Magazine - Top 100 Independent Financial Advisors
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