In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise in all these areas. Choate Investment Advisors work together with other members of the wealth management group and experts across the firm to offer clients professional, holistic advice that will add substantial value over the long term.

Our open architecture model of evaluating and providing access to the best-in-class asset managers allows us to be objective and provide clients with independent, unbiased advice. Our objectives are directly aligned with clients’ best interests.

Our institutional scale allows us to access investment opportunities that are unavailable to most individual retail investors. Our team of seasoned investment professionals helps clients meet their long-term objectives by controlling risk through sophisticated asset allocation, selecting and providing access to best-in-class investment vehicles, and maximizing after-tax returns by managing portfolios in a tax-sensitive manner.

Our experienced investment team listens carefully to clients to understand their unique financial situation and goals. Working together, we develop a customized, integrated investment plan to achieve those goals as efficiently as possible with minimized risk.

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Finance

Investment Management

Personal Finance

Professional Services

Choate Wealth

Lanny Thorndike

Christine Ellsmore

Deven Swim

Henry Dormitzer

Diana Malcom

Harrison Odaniell

Josh Fillman

This department oversees the management and analysis of investment portfolios to optimize performance and achieve financial goals.

Portfolio Management

This department focuses on analyzing investment opportunities and conducting operational research to support decision-making.

Investment Research

This department analyzes investment opportunities to support strategic financial decisions.

Investment Analysis

This department ensures smooth operational processes while adhering to regulatory standards in trading activities.

Operations and Compliance

This department focuses on analyzing client needs and delivering insights to improve service and satisfaction.

Client Services

This department focuses on conducting and managing research initiatives to drive innovation and development.

Choate Wealth

Org chart

Teams

Portfolio Management

Investment Research

Investment Analysis

Operations and Compliance

Client Services

Research Division

Offices