Leigh Bivings, Ph.D., CFP®, CDFA®
Leigh is the founder of Artemis and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.
Prior to founding Artemis, Leigh was a managing director at Stax, Inc., a private-equity focused investment research firm, and a partner at the Monitor Group, a global strategy advisory firm. Her international experience spans Latin America where she was a Peace Corps volunteer and conducted her doctoral work. She has also worked in Canada, Latin America, and Europe and has traveled widely internationally.
Leigh has a Ph.D in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex and an A.B. in International Relations from Pomona College. Leigh has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993.
Leigh is also a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®) and has completed specialized training in the financial issues of divorce.
Leigh is very active in the community and currently serves on the finance committee of the YWCA Boston. She is a member of the Boston Economic Club (BEC), Boston Estate Planning Council (BEPC), Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the Institute of Divorce Financial Analysts (IDFA).
Leigh enjoys tennis, biking, traveling and reading history. She is fluent in Spanish and proficient in French.
Kathleen joined Artemis as a wealth advisor in June 2017. Her specialties are the financial planning needs of women and employing sustainable investing approaches. Kathleen is currently completing the CERTIFIED FINANCIAL PLANNER™ certification.
Prior to joining Artemis, Kathleen spent over 20 years in institutional sales and investing, starting her career with Alex Brown in Baltimore, and then on to Goldman Sachs, where she worked for 13 years. In 2009, Kathleen founded Catalina Leadership, a consulting firm focused on investing in women. Through that work she started an engagement with Pax World Management and developed an expertise in sustainable investing. She later joined Pax as SVP, Global Women’s Strategies, where she was responsible for product management of the Global Women’s Index Fund and ran the firm’s Women & Wealth initiative.
Kathleen has a B.S. from Towson University in business administration with a concentration in finance. In 2015, Kathleen was named to InvestmentNews’ inaugural Women to Watch list, which honors female financial advisors and industry executives who are distinguished leaders at their firms. A longtime advocate for advancing women in leadership, Kathleen currently serves on the CFP© Board, Women’s Advisory Council and is an active member of SheGives, Ellevate Network, Plum Alley Investments and Dartmouth Natural Resource Trust.
Kathleen resides in Boston and Dartmouth, Massachusetts.
Charlotte has been with Artemis since 2013. She earned her undergraduate degree program, magna cum laude, in Applied Mathematical Sciences at Bentley University and previously studied Pre-Veterinary Medicine at UMass Amherst.
At Artemis, Charlotte assists Leigh in all wealth management engagements and also performs a variety of financial analyses, research, and client support services. Lately, she has become an expert trader. Prior to joining the firm, she completed internships with two national wealth management firms.
Charlotte is enrolled in a CERTIFIED FINANCIAL PLANNER™ educational program and hopes to earn her marks in 2017. Outside of the office, she enjoys going to the beach, visiting the local animal shelter, and spending time with friends and family.
Mark Haser, M.B.A.
Mark joined Artemis as a financial planner in 2018. His areas of interest include retirement and education planning, risk management, and cash flow management. Mark expects to complete the coursework for his CFP® certification in the fall of 2018.
Mark began his career with The Vanguard Group in Charlotte, NC, then went on to spend several years in the technology industry as a sales and marketing manager before making his way back to the financial services industry. Mark has a B.A. in Economics from Wake Forest University and M.B.A. from Boston College.
Mark resides in Brookline, MA with his wife and one-year-old son. In his free time, Mark enjoys relaxing at the park with his family, biking through Boston, and playing golf and tennis.