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.
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.
Mark Haser, CFP®, M.B.A.
Mark began his career with The Vanguard Group in Charlotte, NC, where he advised clients on asset allocation and how to construct a diversified portfolio with index funds and ETFs. He then went on to spend several years in government (FBI) and the healthcare tech industry before making his way back to financial services. Mark is a Certified Financial Planner™ professional. He earned his B.A. in Economics from Wake Forest University and M.B.A. from Boston College.
Mark writes regularly on research topics including retirement planning, education planning, tax strategy, and investing. He also leads the firm’s Basics of Personal Finance curriculum development and NextGen advisory engagements.
Mark resides in Needham, MA, with his wife, Monica, and three-year-old son, Owen. In his free time, Mark enjoys playing tennis, biking, and listening to personal finance podcasts.
Sean Beznicki, CFA, M.B.A.
Sean joined Artemis as an investment advisor in 2018. He has significant experience providing comprehensive wealth management services to high net worth individuals, families, trusts and foundations. Prior to joining Artemis, Sean worked at a financial services firm and specialized in independent investment consulting services including asset allocation, portfolio management, and market research.
Sean is a Chartered Financial Analyst® (CFA) charterholder and has an M.B.A from the University of Connecticut School of Business. He is an active member of the CFA Society of Boston and CFA Boston Mentorship Program.
Sean recently moved from Washington D.C. and now resides in Boston, MA.