Tuesday, October 7, 2008 

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Professional Staff  

Eric GodesEric J. Godes
President

Eric joined Kobren Insight Management in 1990 and is a member of KIM's investment committee. He has over 25 years of experience in the financial services industry. Previously, Eric was a marketing manager at Kanon, Bloch, Carré. He also developed and marketed investment management software for Belvedere Financial Systems. Eric began his career by holding various positions at Fidelity Investments. He received a B.A. from the University of Vermont and an M.B.A. from Babson College. Eric resides with his wife and three children in Needham, Massachusetts.  bullet

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Dick Veidenheimer Richard Veidenheimer
Director Client Services

Dick Veidenheimer is Director, Client Services for Kobren Insight Management, responsible for retail client interaction and is a member of KIM's investment committee. Dick has worked in the financial services industry since 1985. Prior to joining Kobren Insight Management, Dick worked for Fidelity Investments and Charles Schwab in both retail and institutional roles. Dick graduated from Denison University with a B.A. in 1985.  bullet

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John Cogswell John P. Cogswell, CFA
Senior Vice President

John is a Vice President of Kobren Insight Management and has over ten years experience in the financial services industry. Before joining KIM in 2001, he was an Investment Broker with A.G. Edwards & Company and Gruntal & Company. John serves as a member of the firm’s investment committee.

John received a B.S. in business administration, with a concentration in finance and international business, from Northeastern University in 1995. John holds the Chartered Financial Analyst designation and is a member of the CFA Institute, and the Boston Security Analysts Society (BSAS).   bullet

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Josh JonesJoshua W. Jones
Vice President

Josh is responsible for marketing KIM's services to individual and institutional prospects. He also maintains client relationships and is a member of KIM's investment committee. Josh first joined Kobren Insight Management in 1999. He has also held positions with TIAA-CREF and Fidelity Investments. Josh received a B.A. in political science from the University of Vermont.  bullet

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Liz Kesselman Elizabeth Kesselman
Vice President

Liz joined Kobren Insight Management in 2004 and has over 10 years experience in the investment services industry. Previously, she has held positions of Vice President for Fisher Investments and Regional Vice President for Pioneer Investment Management. Liz is a graduate of Bates College and Phillips Academy Andover. She and her family reside in Southboro, MA.  bullet

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Todd Peters Todd M. Peters, CFA
Senior Vice President

Todd is a Senior Vice President of Kobren Insight Management. He is a member of KIM's investment committee and serves as the liason between research and account management. Todd has worked in the financial services industry since 1982. Before joining Kobren Insight Management in 1993, Todd spent six years as a Registered Representative for Fidelity Investments. Previously, he spent four years as a compliance specialist with Financial Services Corporation.

Todd received a B.A. in finance from the University of Toledo in 1982. Todd holds the Chartered Financial Analyst designation and is a member of the CFA Institute, and the Boston Security Analysts Society (BSAS).  bullet

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Joshua Pierce Joshua T. Pierce, CFP®, CTFA
Vice President

Josh is Vice President of Kobren Insight Management, he began his career in the financial services industry in 2001. Prior to joining Kobren Insight Management, Josh held the positions of Financial Advisor at UBS Financial Services, Inc., and the Private Clients Group of Fleet National Bank.

Josh holds the distinguished Certified Financial Planner™ (CFP®) and Certified Trust and Financial Advisor (CTFA) designations, and is a member of the Boston Estate Planning Council. In addition to his role with Kobren, Josh is a faculty member at Boston University in their Financial Planning Department. Josh received his BA from Wheaton College (Norton, MA) and his MBA from Northeastern University (Boston, MA).  bullet

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Todd Silverman Todd C. Silverman
Senior Vice President

Todd is a Senior Vice President of Kobren Insight Management and is a member of KIM's investment committee. He has well over a decade of experience in the financial services industry. Before joining KIM in 1998, Todd served as a consultant for retail and institutional retirement plans at Putnam Investments. Todd received a B.S. in business management from Ithaca College in 1996.  bullet

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James W. Verity James W. Verity
Vice President

Jamie is a Vice President at Kobren Insight Management and has been helping clients achieve financial goals since 1992. Prior to joining KIM, he was a Vice President and Investment Center Manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage. Jamie has received a B.A. in business with a minor in economics from Plymouth State College.  bullet

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