Jim Lowell

Director/Board Member at Adviser Investment Management, Inc.

Finance

Consumer Services

Profile

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.

Jim Lowell active positions

Companies	Position	Start
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.	Director/Board Member	-

All active positions of Jim Lowell

Former positions of Jim Lowell

Companies	Position	End
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.	Chief Investment Officer	2022-09-30
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.	Chief Investment Officer	2016-11-30

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Training of Jim Lowell

Vassar College	Undergraduate Degree
Trinity College Dublin	Graduate Degree
Harvard Divinity School	Graduate Degree

Experiences
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Linked companies

Private companies	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

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