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.

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Co-Founder at Adviser Investments LLC

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Co-Founder at Adviser Investments LLC

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Chief Investment Officer at Adviser Investments LLC

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Former Chief Investment Officer at Adviser Investments LLC

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Portfolio Executive at Adviser Investments LLC

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Founder, Director at Adviser Investments LLC

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Managing Director at Adviser Investments LLC

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Senior Vice President, Fixed Income Manager at Adviser Investments LLC

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Portfolio Executive at Adviser Investments LLC

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Portfolio Executive at Adviser Investments LLC

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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 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 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 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.

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