New England Research & Management, Inc.

David Gosnell is a CFA® charterholder with New England Research & Management, Inc., where he has worked since 2008. Although his industry experience is listed as zero years, he has been with the firm for 18 years in Chicago, IL. New England Research & Management, Inc. provides discretionary investment management to high-net-worth individuals and families, managing approximately $285 million in assets across various account types. The firm employs a customized investment approach using both fundamental and technical analysis and is notable for its use of leverage and derivatives within separately managed accounts.

Sara Freer is a Series 65 licensed advisor with New England Research & Management, Inc., where she has worked since 2006. She is based in Chicago, IL, and has 20 years of industry experience. New England Research & Management, Inc. provides discretionary investment management to high-net-worth individuals and families, managing approximately $285 million in client assets. The firm customizes portfolios using a combination of fundamental and technical analysis and invests across a broad range of instruments, including securities, ETFs, debt, and derivatives.

Marguerite Collins is a financial advisor at New England Research & Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm, headquartered in Chicago, IL, since 1990. New England Research & Management, Inc. provides discretionary investment management to high-net-worth individuals and families, managing approximately $285 million in client assets. The firm customizes portfolios using fundamental and technical analysis across a broad range of instruments and employs leverage and derivatives within separately managed accounts.