Jeff DeMaso
Jeff DeMaso works directly with Dan Wiener to research and write the award-winning Independent Adviser for Vanguard Investors newsletter, as well as its annual companion publication, the Independent Guide to the Vanguard Funds, a reference book profiling each of Vanguard’s mutual funds, ETFs and annuities with detailed statistics, analysis and recommendations.
Jeff also leads the analyst team for Adviser Investments, LLC, helping to oversee $2.7 billion in assets. Prior to that, Jeff helped manage the research team of Kobren Insight Management from 2005 until its 2011 acquisition by Adviser Investments. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006, holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
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The Independent Adviser for Vanguard Investors is a monthly newsletter offering investors the unvarnished truth about Vanguard funds. By targeting a “chosen few” of Vanguard’s best funds, Dan Wiener and Jeff DeMaso’s model portfolios routinely beat the S&P 500.
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