Jeffrey DeMaso

Director of Research at Adviser Investments LLC

Jeffrey DeMaso

Jeffrey DeMaso

Director of Research at Adviser Investments LLC

Biography

Mr. Jeffrey D. DeMaso, CFA, is a Director of Research at Adviser Investments LLC. He works directly with Dan Wiener and Jim Lowell and leads the analyst team for the firm. He joined the company upon its 2011 acquisition of Kobren Insight Management where he helped manage that firm’s research team since 2005. He also serves as Research Director for The Independent Adviser for Vanguard Investors newsletter. He graduated magna cum laude from Tufts University with a B.A. in economics in 2006. He is also a member of the CFA Institute and the Boston Security Analysts Society.

Overview

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Relationships

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RelSci Relationships are individuals Jeffrey DeMaso likely has professional access to. A relationship does not necessarily indicate a personal connection.

Daniel P. Wiener

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Dan Silver

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

James H. Lowell III

Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

James H. Lowell II

Former Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

James W. Verity

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

David Thorne

Founder, Director at Adviser Investments LLC

Relationship likelihood: Strong

Richard Veidenheimer

Managing Director at Adviser Investments LLC

Relationship likelihood: Strong

Chris Keith

Senior Vice President, Fixed Income Manager at Adviser Investments LLC

Relationship likelihood: Strong

Elizabeth Kesselman

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Adam Strauss

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

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In The News

Philadelphia Inquirer

July 25, 2020

Money market fund yields so low that fees waived

Philadelphia Inquirer

June 12, 2020

Vanguard staff slowly returning to work; Employees at the Malvern-based company will arrive in phases over the next few months as the firm pushes a hotly debated investment option.

Philadelphia Inquirer

March 15, 2020

Acme's owner again looking at an IPO; The last offering was canceled. As was the one before that. There is deep debt.

Philadelphia Inquirer

February 6, 2020

Private-equity funds to be offered; Vanguard will make them available to pensions and other large investors, adding potential high risk and fees to its mix.

Philadelphia Inquirer

January 19, 2020

Index fund giant takes on climate change; BlackRock's pledge highlights the concentration of power the Big Three wield.

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Jeffrey DeMaso

Director of Research at Adviser Investments LLC

Education

Bachelor of Arts in Economics, magna cum laude

Class of 2006

Tufts University

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

Director of Research

2011 - Current

Adviser Investments LLC

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 of Research

2005 - Prior

Adviser Investments Acquisition Co. LLC

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.

Other Affiliations

Jeffrey DeMaso is affiliated with Adviser Investments LLC, Adviser Investments Acquisition Co. LLC

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