Choate Investment Advisors
Industry: Company
DescriptionFounded: 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
Choate Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Choate Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Choate Investment Advisors Employees
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
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
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
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
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
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
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
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
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
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