Choate Investment Advisors

Industry: Company

Description

Founded: 1996 Parent organization: Choate, Hall & StewartFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportChoate Investment AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Boston, Massachusetts Address: 2 International Place # 34, Boston, MA 02110 Phone: (617) 973-4900Category: : : : : Hours: : Place name: : Website: Website: http://www.choate.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Choate Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Choate Investment Advisors Employees

Employee
Years
Job
Industry
Carl Hall Carl Hall Boston, Massachusetts Details
Carl Hall's Choate Investment Advisors Experience January 2007 - November 2011
Job Chief Investment Officer, Wealth Management
Industry Financial Services
Experience
Century Bank  April 2015 - Present
HealthyHive.com   2011 - Present
Natixis Global Asset Management  2012 - April 2015
Choate Investment Advisors   January 2007 - November 2011
Rockland Trust Investment Management Group   January 2004 - January 2007
Appleton Partners, Inc.   January 1998 - January 2001

Skills
Equities, Investments, Portfolio Management, Asset Allocation, Investment Management, Equity Research, Wealth Management, Valuation, Finance, Investment Strategies, Strategy, Business Development, Financial Risk, Entrepreneurship, Bloomberg, Asset Management, Mutual Funds, Alternative Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2003
MBA, Entrepreneurship/Entrepreneurial Studies

Bowdoin College   1994 — 1998
Bachelor of Arts, 1998

UNIVERSITY OF GRENOBLE   1997 — 1997
DIPLOME D'ETUDES EN LANGUE FRANCAISE DU PREMIER DEGRE, 1997

Tabor Academy   1990 — 1994

Henry Dormitzer Henry Dormitzer Greater Boston Area Details
Henry Dormitzer's Choate Investment Advisors Experience March 2015 - Present
Job Portfolio Manager at Choate Investment Advisors
Industry Investment Management
Experience
Choate Investment Advisors   March 2015 - Present
Massachusetts Clean Energy Center  July 2013 - Present
Worcester Academy  October 2001 - Present
Rye Development   August 2014 - March 2015
Free Flow Power  February 2008 - August 2014
Massachusetts Special Commission on Employee Retirement Benefits   March 2012 - December 2012
Massachusetts Department of Revenue  July 2007 - February 2008
Massachusetts Executive Office for Administration and Finance  January 2007 - July 2007
UBS Investment Bank  July 1992 - January 2007

Skills
Finance, Investments, Venture Capital, Mergers & Acquisitions, Financial Modeling, Management, Private Equity, Strategic Planning, Investment Banking, Start-ups, Due Diligence, Mergers, Structured Finance, Renewable Energy, Strategy, Business Strategy, Portfolio Management, Financial Analysis, Investor Relations, Energy, Risk Management, Entrepreneurship, Valuation, Project Finance, Corporate Finance, Financial Structuring, Business Planning, Budgets, Capital Markets, Corporate Development, Executive Management, Business Development, Restructuring, Managerial Finance, Management Consulting

Education
Harvard University   1988 — 1992
A.B., Physical Sciences

Harison Sidhu, CFA Harison Sidhu, CFA Greater Boston Area Details
Harison Sidhu, CFA's Choate Investment Advisors Experience September 2010 - Present
Job Portfolio Manager
Industry Financial Services
Experience
Choate Investment Advisors   September 2010 - Present
Sidhu Advisors   March 2007 - August 2008

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010
M.B.A.

Rutgers University   2001 — 2005
Bachelor of Arts, Economics

Harrison Odaniell Harrison Odaniell Greater Boston Area Details
Harrison Odaniell's Choate Investment Advisors Experience May 2013 - August 2013
Job Student at Tufts University
Industry Investment Management
Experience
Tufts University  August 2011 - Present
Choate Investment Advisors   May 2013 - August 2013
avVenta Worldwide  May 2012 - August 2012

Skills
Microsoft Office, Statistics, Research, Matlab, Data Analysis, Stata, Analysis, Quantitative Analytics, Photoshop, PowerPoint, Microsoft Excel

Education
Tufts University   2011 — 2015
BS Mathematics (2015); BS Quantitative Economics (2015), Junior

Heidi Bachmann Heidi Bachmann Greater Boston Area Details
Heidi Bachmann's Choate Investment Advisors Experience June 2011 - August 2011
Job Independent consultant
Industry Computer Software
Experience
Choate Investment Advisors   June 2011 - August 2011
Babson College Fund  May 2010 - May 2011
Cabot Corporation  June 2004 - November 2010
Independent Contractor  January 2002 - April 2005
Micro General Corp.   February 2001 - June 2002
dash.com  July 2000 - January 2001
Market Intelligence  August 1998 - July 2000

Education
Babson College - Franklin W. Olin Graduate School of Business   2007 — 2011
MBA, Investments

Middlebury College   1990 — 1994
B.A., Sociology, Literature

The London School of Economics and Political Science (LSE)   1992 — 1993
Sociology

Scott Schermerhorn Scott Schermerhorn Greater Boston Area Details
Scott Schermerhorn's Choate Investment Advisors Experience 2005 - 2008
Job Managing Principal/CIO Granite Investment Advisors
Industry Investment Management
Experience
Granite Investment Advisors  January 2009 - Present
Choate Investment Advisors   2005 - 2008
Marblehead Management   2004 - 2005
Columbia Management  1998 - 2003
Federated Investors  1996 - 1998
J&W Seligman  1989 - 1994
Dreman Value Management  1984 - 1990

Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Fixed Income, Mutual Funds, Start-ups, Entrepreneurship, Investment Management

Education
Seton Hall University   1989 — 1991
MBA, Business

Boston University Questrom School of Business   1980 — 1984
BS, Finance

Manchester jr-sr

Beth Latessa Beth Latessa Greater Boston Area Details
Beth Latessa's Choate Investment Advisors Experience April 2007 - January 2009
Job Benefits Analyst at The Bulfinch Benefits Group
Industry Insurance
Experience
Bulfinch Benefits Group   June 2014 - Present
Corcoran & Havlin Benefits Group   October 2012 - June 2014
360 Corporate Benefits Advisors   June 2011 - September 2012
GBG Consulting Services   November 2009 - January 2011
Choate Investment Advisors   April 2007 - January 2009
Paine Webber  January 1991 - June 1995
Boston Capital Partners, Inc.   November 1989 - December 1990
The March Company, Inc.   April 1988 - November 1989
Bear Stearns  January 1987 - October 1987
Shearson Lehman Brothers, Inc.   December 1982 - January 1987

Skills
Flexible Spending..., Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Sales, Brokers, Investments, Life Insurance, Disability Insurance, Management, COBRA, Portfolio Management, Underwriting, New Business Development, Marketing, Account Management

Education
North Adams State College   1978 — 1981
Bachelor of Science, Business Administration

Bridgewater State University   1977 — 1978
Physical Education

Wellesley Senior High School   1974 — 1977

Geraldine Alias Geraldine Alias Greater Boston Area Details
Geraldine Alias's Choate Investment Advisors Experience May 2015 - Present
Job Portfolio Manager at Choate Investment Advisors
Industry Investment Management
Experience
Choate Investment Advisors   May 2015 - Present
Jive Communications, Inc  September 2013 - April 2015
North Bridge Growth Equity  August 2011 - April 2015
Volition Capital (Formed in 2010 by the U.S. leadership team of Fidelity Ventures)   January 2010 - July 2011
RedBrick Health  January 2010 - July 2011
Cortera, Inc.   August 2008 - July 2011
Stylesight  August 2008 - June 2011
Flock  May 2008 - January 2011
Castlight Health  October 2008 - June 2010
Fidelity Ventures  June 2007 - January 2010

Skills
Venture Capital, Private Equity, Start-ups, Entrepreneurship, Strategy, Corporate Development, Enterprise Software, Mergers & Acquisitions, E-commerce, Investments, Strategic Partnerships, Business Strategy, Digital Media, Portfolio Management, Restructuring, Financial Modeling, Angel Investing, Mergers, Software, Corporate Finance, Due Diligence, Business Development, Management Consulting, Growth Capital, Healthcare Information..., Capital, Competitive Analysis, Information Technology, Telecommunications, Valuation, Executive Management, Investment Banking, IPO

Education
Harvard Business School   2005 — 2007
M.B.A

Princeton University
BSE

Christine Reny Christine Reny Greater Boston Area Details
Christine Reny's Choate Investment Advisors Experience July 2014 - Present
Job Investment Analyst at Choate Investment Advisors
Industry Investment Management
Experience
Choate Investment Advisors   July 2014 - Present
Jones Lang LaSalle  June 2013 - August 2013
Ares Management  July 2010 - June 2012
Triage Consulting Group  August 2009 - July 2010
Audax Group  May 2008 - August 2008
NewStar Financial  May 2007 - August 2007

Education
Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (MBA)

Duke University   2005 — 2009
AB, Economics, Markets & Management

Jake Kidder, CFA Jake Kidder, CFA Greater Boston Area Details
Jake Kidder, CFA's Choate Investment Advisors Experience September 2013 - August 2014
Job MBA Candidate at Tuck School of Business at Dartmouth
Industry Investment Management
Experience
Tuck School of Business at Dartmouth College  September 2014 - Present
Choate Investment Advisors   September 2013 - August 2014
Choate Investment Advisors   June 2008 - September 2013
Essex Financial Advisors   September 2007 - December 2007
Smith Barney  May 2006 - September 2006

Skills
Investments, Bonds, Mutual Funds, Equities, Due Diligence, Bloomberg, Microsoft Excel, Fixed Income, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Retirement Planning

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (M.B.A.)

Endicott College   2004 — 2008
BS, Finance, Magna Cum Laude

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