The Investmark Team

The Investmark Team

Jay M. Diamond

Advisor, Managing Principal, CFO

Jay has been a guiding force at Investmark since 1990 and has served as senior advisor, senior partner, and now as managing principal. He has received several industry-related honors, including recognition by the Five Star Advisor program*, the Women’s Choice Award**, and Commonwealth Financial Network®’s prestigious Chairman’s Retreat. Jay has also been recognized as a Commonwealth Leaders level advisor—a distinction that recognizes success based on a ranking of annual production among Commonwealth's network of 1,710 financial advisors! Jay has also been featured in trade publications such as Research and Registered Rep. In addition to his primary focus of providing financial planning and investment advisory services to the clients of the firm, Jay takes great pride in overseeing the development of the firm’s junior advisors. His wisdom and industry experience have inspired the next generation of financial professionals. Jay also serves as the firm’s chief market strategist, providing oversight and guidance for our overall wealth management process, which includes a quarterly webcast featuring an economic outlook.

Jay received his MBA from the University of Connecticut and graduated magna cum laude from UConn with an undergraduate degree in finance. He resides in Monroe, Connecticut, with his wife, Tina, and sons, Aaron and Stephen. Besides family and finance, Jay enjoys sports (tennis, skiing) and music (piano, guitar, singing). Jay is also a car enthusiast and active within the Connecticut chapter of the Porsche Club of America.

 

5 Star Award
 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named 2015 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Womens Choice Seal JPG
 

**The Women’s Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Women’s Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey. For more information please visit http://www.womenschoiceaward.com/.

Michael C. Kusick, CFP®

Advisor, Managing Principal, CEO

Mike joined Investmark in 1995 and has since risen through the ranks to become the firm’s managing principal and CEO. His leadership and innovation have been driving forces behind the firm’s growth, and he continues to motivate the team to strive for perfection in every aspect of our work. Mike’s approach to wealth management is thorough and comprehensive as he encourages his clients to understand the “big picture” that captures their overall financial and personal objectives.
 
Mike has been distinguished as a 2015 Five Star Wealth Manager*; featured in industry publications, including InvestmentNews and Registered Rep; earned multiple invitations to Commonwealth Financial Network®'s Leaders Conferences; and selected to attend Commonwealth's prestigious Chairman’s Retreat. Mike has also fulfilled the educational, ethics, and examination requirements to earn the benchmark of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, in addition to the FINRA Series 6, 7, 63, and 65 securities registrations (held through Commonwealth) and the Connecticut Life Insurance license.

Mike enjoys spending time with his wife, Traci; daughters, Hannah and Kailey; and son, Michael. Mike has also been active in coaching soccer and football for his children’s teams.

Leaders_seal
 

Michael C. Kusick is proud to have been recognized as a Leaders Level advisor for 2016—a distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

5 Star Award

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named 2015 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

 

Nicholas T. Christie, CFP®, AIF®

Advisor, Managing Principal, Director of Advisory Services

Nick has been with Investmark for more than a decade and has established himself as a highly respected financial advisor, specializing in the management of client portfolios. Recently, Nick has taken on a leadership role within the firm as director of advisory services. This position has allowed Nick to focus more of his time on portfolio strategy, design, and implementation while providing exceptional financial planning solutions to his clients. Nick also serves as co-chairman of Investmark Advisory Group’s Investment Management Committee, which meets to review, discuss, and revise the firm’s investment strategies and objectives.

Prior to Investmark, Nick was a portfolio analyst assisting in the management of private client equity portfolios and mutual funds at J.P. Morgan in New York. Before that, he was an accounting analyst at Fidelity Investments in Boston. Nick received a BS in finance from Syracuse University and holds FINRA Series 7, 31, 63, and 65 securities registrations, as well as life and health insurance licenses through Commonwealth Financial Network®. Nick is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Accredited Investment Fiduciary® (AIF®).

In his spare time, Nick enjoys spending time with his wife, Sharon, and their children, Caroline, Julia, Mary Katharine, Ania, and Thomas. His other interests include reading, tennis, working in his yard, playing the drums, and traveling.

CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Joseph P. Jandreau, CFA®, AIF®

Advisor, Principal

Joe joined Investmark in 2004 and has more than 16 years of experience in the investment business. He specializes in providing comprehensive wealth management services to clients and is an Accredited Investment Fiduciary® (AIF®) for retirement plans. Prior to Investmark, Joe was affiliated with the HSBC Group—one of the world’s largest financial services companies—where he held various senior positions in investment management, corporate finance, and credit risk, and also managed private equity portfolios for institutional investors. Joe has also been selected as a Five Star Wealth Manager* in 2011, 2012, 2013, and 2015 as seen in Connecticut Magazine.

Joe's broad professional expertise adds a valuable dimension to the management of client portfolios for affluent families and individuals. He received a BBA in accounting from the University of Louisiana at Monroe and holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. Joe is a Chartered Financial Analyst® (CFA®) charter holder and has completed the certified public accountants (CPA) examination. In addition, Joe is a member of both the CFA Institute and the Hartford CFA Society and is a former trustee for the City of Bristol Municipal Employees Pension Fund.

In his spare time, Joe enjoys spending time with his wife, Jodie, and their two sons, Daniel and Matthew. He is an avid New England Patriots fan. His other interests include golf, traveling, and gardening.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named 2015 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Mark R. Vida

Wealth Manager

Mark brings more than 30 years of wealth management experience to the Investmark Advisory Group. He is a great fit for our organization and shares our core investment philosophies: a goals-based approach to financial planning utilizing customized strategies that clearly define each client’s unique personal financial needs and expectations. Additionally, he is committed to the frequent communication we believe is essential for successfully implementing and monitoring the success of each client’s financial plan.

Mark’s experience and skills enable him to consistently exceed his customers' expectations. His extensive professional designations include FINRA series 6, 7, 24, 63, and 65 securities registrations as well as insurance licenses for life, health, fixed, and variable annuities. Mark attended both Fairfield University and Sacred Heart University. Prior to joining Investmark, Mark was an advisor at Fairfield County Bank and John Hancock, where he achieved the designation of Chartered Life Underwriter® (CLU®) and received the prestigious John Hancock Million Dollar Round Table award. In his spare time, Mark enjoys sports, classic cars, and spending time with his family at home in Fairfield. 

Douglas E. Kerr, AIF®

Advisor, Principal

In 2014, after a wide-ranging search for partners that would enhance his clients’ experience, Doug chose to merge Kerr & Company with IAG’s financial professional team. With more than three decades of experience in the financial sector, he brings a depth of experience in developing and implementing comprehensive financial strategies for business owners, corporations, and successful individuals.

Doug established Kerr & Company in 2000 and prior to that was president and CEO of American Direct, where he and his staff of 65 professionals provided financial services to businesses in 10 states. Doug has owned other businesses as well and has held positions at General Reinsurance and the Travelers. He has served on the board of directors of numerous local and national industry and non-profit organizations.

Doug is a frequent speaker on financial and economic topics for senior management. He is a member of the New Hampshire Estate Planning Council and the New England Business Brokers Association. He received a master's of management degree from the Kellogg Graduate School of Business at Northwestern University and a BA in economics from St. Lawrence University. He resides in Grantham, New Hampshire, and enjoys volunteering with local charities as well as skiing, golfing, and sailing with friends and family.

Drew N. Bowman, AIF®

Financial Advisor

With more than 12 years of experience, Drew works directly and indirectly with all of the firm’s clients helping to guide them through all aspects of the wealth management process. Drew also works directly with our strategic partners, which is a critical component of our due diligence process. This process includes periodic meetings with the various investment and insurance representatives to stay abreast of new developments and ensure that their objectives remain in line with the objectives of our clients. His background in information technology and financial planning software has Drew providing operational oversight and support to ensure the delivery of “best-in-breed” account reporting and financial analysis to best serve our clients.

Drew is a graduate of the Pennsylvania State University. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life and health insurance licenses, and is an Accredited Investment Fiduciary® (AIF®). In his spare time, Drew enjoys spending time with his wife, Meghan, and their children, Isabella and Austin; exercising; listening to music; and talking to amazing people with an encyclopedic knowledge of sports trivia. 

Scott K. Williams

Principal , Director of Operations

Scott is a veteran of Investmark, having served with us for more than 18 years as director of operations. Scott spearheads many of our business development and marketing initiatives by employing his extensive knowledge of corporate communications and information technology to promote Investmark and its mission. In addition to his marketing and technology roles, Scott manages our human resource operations by overseeing the acquisition of new team members, implementing comprehensive training programs, and seeking new educational opportunities for Investmark employees. Scott also manages the firm’s compliance and administrative obligations.

Scott is a graduate of the University of Pennsylvania and worked at the Wharton School of Business prior to joining Investmark. Scott enjoys spending time with his family. He is also an avid guitarist who performs regularly in the area (and at some Investmark functions!).

Danielle Goncalves

Client Services Associate

Danielle joined the Investmark team in 1999 and has witnessed and contributed to the firm’s evolution throughout her tenure. She began as an administrative and support specialist and has taken on a more demanding role as a client service advisor. Danielle brings years of experience and industry knowledge to the team. With her outstanding work ethic and leadership qualities, we have been able to build upon our service model to offer more solutions to a more diverse group of clients. Danielle resides in Trumbull with her husband, Jason, and their two daughters, Madison and Gracie. Danielle’s interests include spending time with her family, reading, and vacationing at Disney World.

Kimberly Lopez

Client Services Associate

Kim joined Investmark in February 2014. Prior to working with us, Kim served as client services manager for Price Financial Group and brings a wealth of industry knowledge and leadership skills to the department. Her experience and attention to detail enabled her to hit the ground running here at Investmark, and she has demonstrated that she can provide the high level of service that we expect for our clients. Kim is responsible for all aspects of client service and relationship management and works closely with our wealth advisors to ensure an outstanding experience for each client. Kim is especially well versed in managed portfolios, having extensive prior experience with SEI, our core provider in this area. We anticipate that Kim will add immense value to our operations. She resides in Stratford, Connecticut, with her husband and two young sons. 

Keith Anderson, CPA

Controller

Keith has been affiliated with Investmark for nearly two decades. During that time, he has taken on a variety of functions, including lead tax advisor, co-director of our CPA Strategic Alliance Program, and, now, as our controller. He is an exceptional resource for our clients and their CPAs, as his diverse background in accounting and investment management bridges a gap between these two distinct yet highly correlated fields. Keith works closely with our clients to analyze the tax implications of their investment strategies and coordinates with our advisory team to ensure that all portfolios are designed with the appropriate tax codes in mind.

Lisa Walsh

Senior Administrator

Lisa brings a wealth of financial services industry experience to the team and is the first friendly voice you hear when calling the office. Lisa handles a wide variety of administrative responsibilities, including helping with many of your day-to-day requests for information and support. She has been with us since 2014 and has proven herself to be a great asset in our office and for our clients. Lisa lives in Fairfield with her fiancé and has two sons in college, two dogs, a cat, and a blue Amazon parrot. She enjoys exercising, spending time at the beach, and being with family.  

Collin Dickinson

Client Services Associate

Collin is the newest member of the Investmark team. He recently graduated from Southern Connecticut State University with a bachelor's degree in business administration. Collin is off to a great start in our Client Services department, and we look forward to great things! In his spare time, Collin volunteers at Chapel Haven as a mentor for special needs students and coaches for the Special Olympics. Collin is an avid baseball player and was on the Division II team at American International College.

Lisa J. Coba, CPA

Business Development

Lisa has been a CPA professional since 1987. She has been a guiding force for Investmark's clients seeking tax planning services as they relate to the development of their investment portfolios. She has been with us since 2011 and has worked closely with Keith Anderson as co-director of our CPA Strategic Alliance Program. This program was specifically designed to allow us to team up with regional accounting firms in order to provide a continuum of financial planning solutions to each firm’s clients. To date, we have partnered with multiple accountants to bring our wealth of financial services to their practices, creating a network for high-net-worth individuals who seek the guidance of a variety of skilled professionals under one roof.

Lisa holds a BS in accounting from Sacred Heart University and an MS in taxation from the University of New Haven. She has served as a treasurer for various school PTOs and has volunteered as a Girl Scout leader and school coordinator. She has been actively involved in the American Cancer Society's Relay for Life (Shelton) in the past and was a co-founder and sponsor of Hope Luncheon for several years, which raised money to benefit breast cancer research. Lisa lives in Huntington with her husband, Rick, and daughter, Brianna, and enjoys reading, exercising, gardening, cooking, baking, and traveling.

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Lisa Seymour

Client Services Associate

Lisa has been in financial services for almost 10 years. Most recently, Lisa had a long tenure in the Wealth Management department at Fairfield County Bank. She is responsible for all aspects of client services at Investmark, as well as helping with business development. She enjoys working out, hiking, and cooking. Lisa is a very proud mom of a son and a daughter, both of whom graduated from Boston College and are now working in financial services as well.