Choate Investment Advisors

Graham Johnstone is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Choate in 2025, he worked at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management. He also spent eight years in full-time education before beginning his financial career. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and includes the use of index exposures, active managers, subadvisors, and private fund vehicles to access private equity.

Diana Malcom is a financial advisor at Choate Investment Advisors with 25 years of industry experience. She holds a Series 65 designation and previously worked at Lowell, Blake & Associates, Inc. for 23 years before joining Choate in 2023. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and uses a combination of index funds, active managers, subadvisors, and ESG research, while also advising three Private Funds that invest in third-party private equity and private investment funds.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

Jessica Welch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choate Investment Advisors since 2023. Prior to joining Choate, she worked for Lowell, Blake & Associates, Inc. for six years and was employed by the Emerald Necklace Conservancy from 2015 to 2017. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and utilizes a mix of index funds, active managers, and ESG research in its diversified portfolios.

Alison Svizzero is a financial advisor at Choate Investment Advisors with three years of industry experience. She holds a Series 65 designation and previously worked for Boston Children's Hospital for twelve years. Choate Investment Advisors provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation and risk assessment, combining index exposures with active managers and private fund vehicles, and maintains a close affiliation with the law firm Choate, Hall & Stewart LLP.

Jacob Kidder is a CFA® charterholder with four years of industry experience. He has worked at Choate Investment Advisors since 2021 and previously held roles at Foster Dykema Cabot and Wellington Management. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation based on clients’ risk tolerance and uses a combination of index exposures, active managers, and private fund vehicles, while maintaining close ties with its parent law firm, Choate, Hall & Stewart LLP.

Mark Perry is a financial advisor at Choate Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lowell Blake & Associates, National Securities Corporation, and Winslow Wealth Management. Perry is based in Boston, MA. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles.

Louis Marchant is a financial advisor with Choate Investment Advisors in Boston, MA, holding a Series 65 designation and two years of industry experience. He previously worked at PwC from 2017 to 2021 and has been with Choate Investment Advisors since 2021. Choate Investment Advisors is an SEC-registered firm providing portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation aligned with clients' risk tolerance and integrates index exposures, active managers, and private fund vehicles, operating in affiliation with the law firm Choate, Hall & Stewart LLP.

Erin Kerr is a CFA® charterholder with eight years of industry experience and has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, and charitable foundations. The firm’s investment approach focuses on diversified asset allocation tailored to clients' risk profiles and combines index exposures with selected active managers and private fund vehicles.

Patrick Collins is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Mission Wealth and World Energy, as well as four years at Bentley University. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance, combining index exposures, active managers, and private fund vehicles to provide private equity exposure.

Jonathan Mcgraw Bentley is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Choate Investment Advisors, where he has worked since 2023. His prior experience includes roles at Lowell Blake & Associates Inc., Leerink Partners LLC, and Tetrem Capital Management. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients' risk tolerance and combines index exposure, active management, and private fund vehicles, operating in close affiliation with the law firm Choate, Hall & Stewart LLP.

Amy Qiu is a CFP® professional with 12 years of experience in the financial industry. She currently works at Choate Investment Advisors and has previously been employed at Welch & Forbes LLC, Reynders, McVeigh Capital Management, LLC, and Athena Capital Advisors LLC. Choate Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trustees, charitable foundations, donor-advised funds, and endowments. The firm emphasizes asset allocation based on clients’ risk tolerance and employs a diversified investment approach that includes index funds, active managers, subadvisors, and ESG research integration.

Kelsey Sullivan is a CFA® charterholder with over seven years of experience in the investment industry. She currently works at Choate Investment Advisors and previously held roles at Putnam Investments and Capital Group. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk profiles and combines index exposures with selected active managers and private fund vehicles, supported by an affiliation with the law firm Choate, Hall & Stewart LLP.

Hideyoshi Watanabe is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with 2 years of industry experience. He has been with Choate Investment Advisors since 2014. Choate Investment Advisors is an SEC-registered firm that offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles to provide private equity exposure.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.