KIM Account Management

Thursday, September 9, 2010


Jeff DeMaso Senior Research Analyst/Portfolio Assistant Jeff is a Senior Research Analyst/Portfolio Assistant with the Kobren Insight Group, taking the position in 2006. He began at the company as an intern in 2005. Prior to joining the firm, he worked for the Asian-Pacific Economic Community in Santiago, Chile in 2004. Jeff graduated Magna Cum Laude from Tufts University with a Bachelor of Arts in Economics in 2006. Jeff has passed the Level III Exam of the CFA

Eric J. Godes President Eric J. Godes joined Kobren Insight Management in 1990 and served in a variety of senior management roles before being named President in 2008. Eric also serves on the firm's Investment Committee and previously served as the firm's Chief Operating Officer, Managing Director and Chief Compliance Officer. Before joining KIM, Eric held senior management positions at Kanon, Bloch, Carré, a mutual fund research organization. He also developed and marketed investment management software for Belvedere Financial Systems. Eric began his career at Fidelity Investments. He received a B.A. from the University of Vermont and an M.B.A. from Babson College.

Christopher P. Greeley Vice President Chris is a Vice President at Kobren Insight Management. He has worked in the Financial Services Industry since 1993. Prior to joining Kobren Insight Management, Chris was with Fidelity Investments for almost 15 years. Over the last six years at Fidelity, Chris specialized as a Retirement Counselor creating both investment planning and retirement income solutions for investors in the non-profit sector. Before that, Chris worked as a registered representative for Fidelity. Chris earned a BS in Education from Bridgewater State College. He holds the Chartered Retirement Planning Counselor designation through the College of Financial Planning.

Christopher P. Hagan Vice President Chris Hagan is a Vice President at Kobren Insight Management. He started in the financial services industry in 1997, specializing in investment management consulting for affluent individuals and families. Prior to joining Kobren Insight Management, Chris worked at Fidelity Investments in San Francisco and in Boston. In his last role he was the Director of Executive Services. His team was responsible for educating and guiding corporate executives on equity compensation exercise strategies. Chris earned his B.A. from Saint Michael's College and his M.B.A. from the University of San Francisco.

Joshua 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.

Christopher Keith Vice President, Fixed-Income Chris joined Kobren Insight Management in July 2001, as Vice President and Fixed Income Manager, bringing with him 21 years of experience in the fixed income markets. He is a member of KIM's investment committee as well as the E*TRADE Investment Policy Committee. Prior to joining KIM, Chris was a Vice President in the Private Client Services Group of Robertson Stephens Inc., in Boston, where he designed and implemented fixed income portfolios for high net worth clients. Before Robertson Stephens, he was a Vice President of Donaldson, Lufkin & Jenrette in Boston, where he was the head fixed income trader for the New England region. Chris graduated from Northeastern University.

Greg Kelly Research Analyst Greg Kelly joined the Kobren Insight Group as a Junior Research Analyst in 2008. Greg is a graduate of Holy Cross where he majored in Economics and Political Science in 2006. He has work experience at State Street Corporation.

Elizabeth Kesselman Vice President Liz joined Kobren Insight Management in 2004 and has worked in the financial services industry since 1997. 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.

Ben King Senior Research Analyst Ben is a Research Analyst for the Kobren Insight Group, joining the firm in 2006. Prior to joining the company, he worked at Houghton Mifflin. Ben has also worked at Brown Brothers Harriman and at the National Security Agency. Ben graduated Magna Cum Laude from Merrimack College with a Bachelor of Science in Mathematics and Computer Science in 2003. He was a Merrimack Presidential Scholar. He has also done various coursework towards a Master of Science in Mathematics at Tufts and Northeastern. Ben passed Level I in the CFA Program.

David Lebovitz Research Analyst David joined the Kobren Insight Group as an intern in June 2009 after graduating from Williams College in the Summer of 2008, where he majored in Political Science and Philosophy. He completed the Tuck Business Bridge Program in September 2009, and is a Level I CFA Candidate.

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 liaison between research and account management. Todd also serves on the E*TRADE Investment Policy Committee. 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).

Rusty Vanneman, CFA, CMT Chief Investment Officer Portfolio Manager John Russel (Rusty) Vanneman, CFA, CMT is the Chief Investment Officer and Portfolio Manager for Kobren Insight Management. Rusty has been in the investment business since 1990. Rusty was the Managing Director, Co-Portfolio Manager and Director of Research at Kobren Insight Management, Inc. (KIM) before ETRADE Financial acquired KIM in 2005 . He is currently the Director of Research for ETRADE Capital Management, LLC. Rusty also currently serves on the Kobren Insight Management Investment Committee as well as the E*TRADE Investment Policy Committee. Before KIM, Rusty was a Senior Analyst at Fidelity Management and Research Company's Strategic Advisors. Previously, Rusty was a Managing Analyst for Thomson Financial's Thomson Global Markets. Rusty received a B.S. in Management from Babson College in 1988, where he graduated with High Distinction. Rusty holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He is also a Chartered Market Technician (CMT) and a member of the Market Technician's Association.

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.

James W. Verity Vice President Jamie is a Vice President at Kobren Insight Management and a member of the Investment Committee. Jamie has been helping clients achieve financial goals since 1992 and prior to joining KIM 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.