Jim Lowell
Directeur/Membre du Conseil chez Adviser Investment Management, Inc.
Profil
James Hale Lowell is currently a Director at Adviser Investment Management, Inc. He was previously a Partner & Chief Investment Officer at Adviser Investments Acquisition Co. LLC and Chief Investment Officer at RWA Wealth Partners LLC from 2011 to 2022.
Lowell received his undergraduate degree from Vassar College in 1983, his graduate degree from Trinity College Dublin in 1990, and his graduate degree from Harvard Divinity School in 1988.
Postes actifs de Jim Lowell
| Sociétés | Poste | Début |
|---|---|---|
Adviser Investment Management, Inc.
 Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Jim Lowell
| Sociétés | Poste | Fin |
|---|---|---|
RWA Wealth Partners LLC
 RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Directeur en chef des Investissements | 01/10/2022 |
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Directeur en chef des Investissements | 01/12/2016 |
Formation de Jim Lowell
| Vassar College | Undergraduate Degree |
| Trinity College Dublin | Graduate Degree |
| Harvard Divinity School | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |
Adviser Investment Management, Inc.
Adviser Investment Management, Inc. Investment ManagersFinance Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA. | Finance |
