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James Lowell is a senior partner and chief investment officer of Adviser Investments. Under Lowell's tenure, Adviser Investments has grown from $185 million to more than $3 billion in assets under management. His expertise in ETFs and actively managed sector funds fueled the development of the PassageMaker Portfolios. Mr. Lowell is also the editor-in-chief of the multiple award-winning Fidelity Investor and Fidelity Sector Investor newsletters. (Both newsletters are completely independent from Adviser Investments.) He has authored several books on investing, including What Every Fidelity Investor Needs to Know (Wiley), Investing from Scratch (Penguin) and Smart Money Moves (Penguin). Mr. Lowell was the editor-in-chief of The Forbes ETF Advisor by Jim Lowell and an investment columnist for Forbes magazine, and is a regular participant on Bloomberg, CNBC, Fox Business and PBS' Nightly Business Report. He is also the featured investment commentator on the largest regional news network in the U.S., New England Cable News. Lowell's market views appear frequently in Barron's, Forbes, Investment News and The Wall Street Journal. Mr. Lowell holds degrees from Vassar College, Harvard University and Trinity College (Dublin, Ireland).

Contact Information

James H. Lowell, III
Editor-in-Chief, Fidelity Investor, Fidelity Sector Investor and The ETF Trader
Chief Investment Strategist, Adviser Investments
186 Crescent Road
Needham, MA 02194
Fax: 781/453-1066
Web sites: www.fidelityinvestor.com or www.adviserinvestments.com

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