Choate Investment Advisors

Christine Wright is a CFP® professional with seven years of experience in financial advising. She has worked at Choate Investment Advisors since 2014. 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 employs a diversified portfolio approach using index funds, active managers, and ESG research, while also managing tax-sensitive issues for taxable clients.

Graham Johnstone is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation. He has one year of industry experience, with prior roles at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management, following eight years of full-time education. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk tolerance and uses a combination of index funds, active managers, and ESG research in its investment approach.

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 two years of industry experience. She holds the Series 65 designation and previously worked for Boston Children's Hospital for 12 years. 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 and risk assessment, using a combination of index funds, active managers, and ESG research, and also manages three Private Funds that invest primarily in third-party private equity and other private investment funds.

Jacob Kidder is a CFA® charterholder with four years of industry experience. He is currently with Choate Investment Advisors, where he has worked since 2021. His prior experience includes roles at Foster Dykema Cabot and Wellington Management, as well as a position at the Tuck School of Business at Dartmouth. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments with discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on risk tolerance and uses a combination of index funds, active managers, and ESG research to construct diversified portfolios.

Mark Perry is a financial advisor at Choate Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Winslow Wealth Management and Lowell Blake & Associates. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, offering discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients' risk profiles and combines index funds, active managers, and ESG research in its investment approach.

Louis Marchant is a financial advisor at Choate Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at PwC for four years. Marchant completed his studies at Bentley University. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, offering discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and employs a combination of index funds, active managers, and ESG research in its investment approach.

Erin Kerr is a CFA® charterholder with seven years of experience in the investment industry, currently serving as a financial advisor at Choate Investment Advisors since 2015. Based in Boston, MA, she has spent her entire advisory career with Choate. 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 and risk management through diversified portfolios using a combination of index funds, active managers, and subadvisors, integrating ESG research and addressing tax-sensitive issues for taxable clients.

Patrick Collins is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 designation and has previously worked at Saturday Night Lights and World Energy. Mission Wealth Management, LP is an SEC-registered fiduciary that serves high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, managing portfolios with a long-term orientation and integrating tax-aware trading alongside access to alternative investments.

Jonathan Mcgraw Bentley is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is currently with Choate Investment Advisors in Boston, 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 investment management, financial planning, and wealth management services to individuals, trustees, charitable foundations, donor-advised funds, and endowments. The firm emphasizes asset allocation tailored to client risk tolerance and employs a mix of index funds, active managers, and subadvisors, incorporating ESG research and addressing tax-sensitive issues for taxable clients.

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 eight years of experience in the investment industry. She is currently with Choate Investment Advisors and previously worked at Putnam Investments, Capital Group, and Rocaton Investment Advisors. 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, incorporates ESG research, and manages diversified portfolios tailored to clients’ risk tolerance, while also advising private funds that invest primarily in third-party private equity and other private investment funds.

Benjamin Lewis is a CFA® charterholder with seven years of industry experience. He is currently with Choate Investment Advisors and has previously worked at Lowell Blake & Associates Inc., Boston Private Wealth LLC, and Brown Brothers Harriman. 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 clients' risk tolerance and uses a mix of index funds, active managers, and ESG research in constructing diversified portfolios.