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 5-Star Advisor program*, the Women’s Choice Award**, and Commonwealth’s prestigious Chairman’s Retreat. 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 with the Connecticut chapter of the Porsche Club of America.

Jay M. Diamond is proud to have been recognized as a President's Level advisor—a distinction based on annual production attained by just 14 percent of advisors affiliated with Commonwealth Financial Network® during 2013.

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® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program 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 their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms. 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*; has been featured in industry publications, including Investment News and Registered Rep; earned multiple invitations to Commonwealth Financial Network’s® Leaders Conference; 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 PLANNERprofessional, in addition to the FINRA Series 6, 7, 63, and 65 registrations (held through Commonwealth) and the Connecticut Life Insurance license.

Michael enjoys spending time with his wife Traci, daughters Hannah and Kailey, and his 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 broker/dealer–RIA 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 completethe 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

Nicholas T. Christie, CFP(R)
Senior Financial Advisor, 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 JP 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, 63, 65, and 31 registrations, as well as Life and Health Insurance licenses through Commonwealth Financial Network®. Nick is also a CERTIFIED FINANCIAL PLANNER™ practitioner CFP®) 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™ andare certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe 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® 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 registrations through Commonwealth Financial Network®. Joe is a Chartered Financial Analyst® (CFA®) charterholder 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.

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 over 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.  Mr. Kerr 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.

Mr. Kerr 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 of Management degree from the Kellogg Graduate School of Business at Northwestern University and a BA in Economics from St. Lawrence University.  Doug resides in Grantham, NH and enjoys volunteering with local charities as well as skiing, golfing, and sailing with friends and family.

Michael T. Lee

Advisor, Principal

Prior to joining Investmark Advisory Group in Michael was the founder of Tiger Wealth Management. Michael is focused on delivering personalized, strategic and transparent independent wealth management solutions for his clients.

Michael has over 18 years of financial services experience, including serving as a Vice President in Wealth Management & Institutional Middle Markets groups at Morgan Stanley.  While there, he worked with high-net-worth individuals, Fortune 500 companies, corporate executives, hedge funds, asset management firms and family offices. Prior to Morgan Stanley, Michael was with Smith Barney and Merrill Lynch.

A frequent guest & contributor to The Fox Business Television Network, Michael has also been featured on Bloomberg News & TheStreet.com speaking about both the financial markets and financial Planning. 

Michael is a graduate of Fairfield University. He resides in Darien, Connecticut, with his wife and two daughters. In his free time, he enjoys rugby, golf and Crossfit.

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 ensuring 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; holds Series 7 and 66 FINRA 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 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!).

Anthony R. Croce

Associate Advisor

Anthony became a member of the Investmark team in the summer of 2013 while finishing his business administration and accounting degree at Southern Connecticut University. Upon graduation in May 2014, he joined us full time as a client service advisor. Since then, he has earned his FINRA Series 7 and 66 securities registrations, as well as his Connecticut life, health and variable insurance licenses. Anthony now works very closely with the Lead Advisors of the firm to establish comprehensive wealth management plans for all of our clients while continuing to pursue professional development.

In addition to his career at Investmark, Anthony is also an active member of the Connecticut Army National Guard. He spent six years as an enlisted infantry soldier and was deployed to Afghanistan in 2009. In 2016, he completed the 18 month Officer Candidate School Program and received his commission as an Infantry officer assigned to the 102nd Infantry Battalion. During his free time, he enjoys many outdoor activities, such as rock climbing, snowboarding, mountain biking, and hiking.

 

 

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 to 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 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 Walsh

Senior Administrator

Lisa joined Investmark in November 2014 and brings years of experience and outstanding skills to this position. Her responsibilities include reception; contact management; scheduling; and helping with marketing, events, and client services. We are very pleased to have Lisa with us!

Collin Dickinson

Client Services Associate

Collin is the newest member of the Investmark team. He recently graduated 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.

Shane P. Kelly

Associate Advisor

Shane became a member of the Investmark team in the winter of 2017 as an Associate Wealth Advisor. Shane will work alongside the Lead Advisors of the firm designing and implementing comprehensive wealth management plans for all clients as well as supporting the team in various other functions. Shane will also continue help our advisors serve and develop a select group of high-net-worth families, individuals, and institutions, and will play an intricate role in Investmarks newest branch office located in Stamford, CT as well as our firm headquarters in Stratford, CT. Shane holds his Series 7 (General Securities), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Adviser Law).

Prior to joining Investmark, Shane served as a private wealth advisor at an independent wealth management practice in Darien, CT, where he was a firm partner and chairman of the investment committee. His work concentrated on sound macro-economic research and analysis to provide highly efficient risk adjusted solutions to balance clients short term financial needs with their long term goals. Shane began his career in financial services in 2012 as an associate at a private wealth management practice in Greenwich, while finishing his degree in business administration at Marist College.

A native of Greenwich, CT, Shane has been a featured speaker on News 12 Connecticut’s “Money Matters.” In his spare time, Shane enjoys spending time with his niece and three nephews, and used to be a competitive rugby player for various clubs across the USA. (We asked him to stop)