Jed Liebert, CFP®
Jed is the owner and wealth manager at Liebert Investment Management. His primary mission is to preserve invested capital and allow for ongoing investment growth and income, guided by each client’s personalized financial plan. His expertise in portfolio design and asset management comes from his impressive financial educational background, prior business experience, and years of tutelage under his father, former principal at Liebert Investment Management. Also contributing to Jed’s expertise are the periods of time he lived and studied in Europe, Asia, and Latin America; his ability to speak both Chinese and Spanish; his experience in international business; and his degree in international relations. Jed knows that understanding the global economy is essential for every portfolio manager.
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Boston University, summa cum laude, BA in international relations
- Phi Beta Kappa honors society
- Boston University, Certificate of Financial Planning
- FINRA Series 7 and 66 securities registrations
- Investment adviser representative and registered representative with Commonwealth Financial Network®
- Licensed insurance agent (life, long-term care, and disability)
- The Hartsbrook School—current treasurer and Finance Committee member of the Board of Directors
- The Woodward Assisted Living Home—treasurer and Finance Committee member of the Board of Directors, former president
Jed resides in Amherst, MA. He cherishes spending time with his wife Mao Mao and their two children, Ahnkai and Anmei. An avid traveler, he has visited many parts of the world, including Austria, Brazil, China, Costa Rica, Ecuador, Guatemala, Holland, Ireland, Italy, Panama, Peru, Portugal, Spain, Switzerland, Thailand, Venezuela, and Vietnam. Now, with two young children, his adventures are closer to home and consist mainly of playing with his son and daughter, enjoying good meals, reading, skiing, and running.
Awards and Recognition:
Five StarSM Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of five 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. 1,045 New Hampshire wealth managers were considered for the award; 189 (18 percent of candidates) were named 2017 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.
Jed Liebert is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 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 Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club 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.
Before joining Liebert Investment Management in 2006, Bonnie already had 23 years of financial and management experience in banking, including years as branch manager. In addition to her work in the banking sector, Bonnie has worked extensively in accounting and bookkeeping. Her background and personality were a perfect fit for our team, and she has been our operations manager since 2006. Bonnie is a very important part of our team; aside from handling all of our operations, she also helps our clients in a myriad of ways and is always creating and maintaining long-lasting client relationships. She is a true professional and a client favorite, and she is appreciated greatly by all.
Outside of work, Bonnie is an active member in her community. Currently, she serves as Deputy Treasurer for the Town of Harrisville and District Clerk for the Harrisville School Board. She enjoys skiing, camping, kayaking, and relaxing with her daughter and friends.