Our Team:

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

Lanny Thorndike

Lanny Thorndike

President

Lanny Thorndike is President of Choate Investment Advisors. In this role, Lanny oversees the investment strategy and day-to-day operations of Choate Investment Advisors. Working closely with Choate’s wealth management team of trustees, lawyers, tax preparers, and trusts and estates administrators, Lanny helps to ensure the coordinated delivery of best-in-class integrated family office services to wealthy families and individuals – to help them grow and protect their assets across multiple generations.

Previously, Lanny spent over 18 years at Century Capital Management LLC where he served as Managing Partner and CEO, along with Chairman of the Century Funds.  Prior to joining Choate, Lanny served as Managing Director of Congress Asset Management and a Portfolio Manager on the firm’s Small Cap Growth, SMid Growth, and Large Cap Growth Investment Committees. He was also a member of the firm’s Management Committee.

Lanny earned his Bachelor’s degree from Harvard University and received an MBA from The Kellogg School of Management at Northwestern University. He is on the board of several organizations, including MassGeneral Brigham, Brigham Health and the Cotting School, the nation's oldest school for disabled children.

Tamer M Alamuddin, CFA

Tamer M Alamuddin, CFA

Managing Director

Tamer Alamuddin is the Managing Director of Choate Investment Advisors. Tamer focuses on investment research and works closely with clients and the Wealth Management Group to provide tailored solutions for their wealth management needs and investment goals.  He is also a member of Choate Investment Advisors’ Sustainable, Responsible and Impact Investing Committee, in which Tamer identifies attractive investments that also provide a social and environmental benefit.

Prior to joining Choate, Tamer was an analyst and portfolio manager at Osprey Partners, investing on behalf of major institutional clients.  Tamer has also worked as a sector-specific analyst at hedge fund Akasha Capital and co-founded the long/short equity fund Tara Hill Capital.  He has extensive analytic experience having worked as an analyst at Off Wall Street Research and as a consultant in the Boston office of McKinsey & Company. 

 

Diana B. Malcom

Diana B. Malcom

Managing Director

Diana Malcom is a Managing Director of Choate Investment Advisors. Diana has over 25 years of investment experience, encompassing portfolio management, equity research and retirement and estate planning. Her ability to research companies and track trends enables her to guide clients through market cycles, all while keeping the individual’s goals and needs at the forefront.

Prior to joining Choate, Diana was the President & Principal of Lowell, Blake & Associates and worked at Brown Brothers Harriman. She is on the board of the MENTOR Charitable Trust.

Henry Dormitzer

Henry Dormitzer

Senior Portfolio Manager

Henry Dormitzer serves on the investment committee at Choate Investment Advisors and as a trustee for family trusts and foundations. Drawing on over 30 years’ experience in the industry, Henry specializes in direct investments into private companies, investing in private equity funds, and fixed income investments. Henry also helps families devise governance systems and operational platforms to support their family office needs.

Before joining Choate, Henry served as the chief executive officer of a private energy company developing hydropower facilities on existing dams through the United States and advising private equity funds on energy project acquisitions.

He was a managing director at investment banking firm UBS where he managed the firm’s Massachusetts public finance office. He was the senior underwriter of $24 billion of new issue municipal bonds for transportation, clean water programs, general infrastructure and real estate projects.

 

Erin E Kerr, CFA

Erin E Kerr, CFA

Portfolio Manager & Chief Compliance Officer

Erin Kerr is a Portfolio Manager & Chief Compliance Officer at Choate Investment Advisors.  As a Portfolio Manager, Erin focuses on investment research and works closely with clients and the Wealth Management Group to provide tailored solutions for their wealth management needs and investment goals.  As Chief Compliance Officer, Erin is responsible for developing and managing all compliance initiatives to ensure that the Choate Investment Advisors and its employees are complying with relevant regulatory requirements and internal policies and procedures.  Erin is also a member of Choate Investment Advisors’ Sustainable, Responsible and Impact Investing Committee, which identifies attractive investments that also provide a social and environmental benefit.  Erin is a CFA Charterholder and a member of the Boston Security Analysts Society.

Erin joined Choate Investment Advisors after receiving her MBA from the Boston University Questrom School of Business with dual concentrations in finance and strategy and business analysis.  Erin graduated with honors and was inducted into Beta Gamma Sigma, an international honor society that recognizes academic achievement in the study of business for the top 20% of students.  While attending business school, Erin worked in development at Boston University School of Law, specializing in cultivating long-term relationships with donor constituents.  Erin previously graduated magna cum laude from Boston University with a BA in International Relations and an emphasis on European Political Economy.

Jake Kidder CFA

Jake Kidder CFA

Portfolio Manager

Jake Kidder is a Portfolio Manager at Choate Investment Advisors with over fourteen years of experience in investment management. He works closely with Choate’s trustees, tax preparers, and trusts and estates advisors to provide custom integrated solutions for clients. A member of the investment committee, Jake focuses his research on fixed income and US equities.

Prior to joining Choate Investment Advisors, Jake was a Portfolio Manager at Foster Dykema Cabot. He has also worked as an Investment Specialist at Wellington Management. Before attending business school, Jake was an Analyst and Portfolio Manager at Choate Investment Advisors.

Previously, Jake was a member of the Endicott College Board of Trustees and Finance Committee.

Alison Svizzero

Alison Svizzero

Portfolio Manager

Alison Svizzero is a Portfolio Manager at Choate Investment Advisors with over twenty-one years of experience in investment management. She works closely with clients and the Wealth Management group in order to provide tailored solutions for their wealth management needs and investment goals.

Prior to joining Choate Investment Advisors, Alison was the Director of Investments at Boston Children’s Hospital, where she sourced and evaluated investment strategies, managed risk and liquidity, and played an integral role in growing the institution’s assets. She has also served as Interim Chief Investment Officer at Brandeis University. Alison received her MBA from Babson College, and her BA in Finance from Bryant University.

Jessica C. Welch, CFP®

Jessica C. Welch, CFP®

Portfolio Manager

Jessica C. Welch is a Portfolio Manager at Choate Investment Advisors. She works closely with clients to understand their goals and risk tolerance and creates tailored solutions that meet their investment objectives. Jess has a certificate in Financial Planning from Boston University and is a CFP® certificant.

Prior to joining Choate Investment Advisors, Jess was a Portfolio Manager & Philanthropic Advisor at Lowell, Blake & Associates. She also spent 12 years working in fundraising for Boston-based charities including Community Servings and the Emerald Necklace Conservancy. Jess started her career at NorthStar Asset Management, where she was responsible for client services and operations.

Christine R Wright, CFP®

Christine R Wright, CFP®

Portfolio Manager

Christine Wright is a Portfolio Manager at Choate Investment Advisors.  As a Portfolio Manager, Christine focuses on investment research and works closely with clients and the Wealth Management Group to provide tailored solutions for their wealth management needs and investment goals.  She is also a member of Choate’s Sustainable, Responsible and Impact Investing Committee, where she identifies attractive investments that also provide a social and environmental benefit.  Christine has a certificate in Financial Planning from Boston University and is a CFP® certificant.

Christine joined Choate Investment Advisors after receiving her MBA from the Tuck School of Business at Dartmouth.  While attending business school, Christine interned in the Capital Markets Group at Jones Lang LaSalle, where she conducted comprehensive underwriting and financial due diligence for commercial real estate assets.  Prior to business school, Christine worked as an Investor Relations Analyst at Ares Management, a global alternative asset manager, where she provided investor relations support for public and private funds in the Private Debt Group.  Christine received her BA in Economics with a Certificate in Markets and Management from Duke University.

Harrison Odaniell, CFA

Harrison Odaniell, CFA

Director of Portfolio Analytics

Harrison Odaniell is the Director of Portfolio Analytics at Choate Investment Advisors.  In this role, Harrison conducts quantitative research to improve Choate’s investment process.  Additionally, he works closely with the Portfolio Managers to provide personalized investment solutions to Choate’s clients.

Harrison joined Choate Investment Advisors after earning a BS in Mathematics and Quantitative Economics from Tufts University, where he focused his studies on mathematical modeling.  While at Tufts, he helped found the 180 Degrees Consulting Branch of Tufts University, an international student-run consultancy providing services to charities and nonprofit organizations.  During the summers, Harrison attended the Business Bridge Program at the Tuck School of Business at Dartmouth and interned twice with Choate Investment Advisors.

Jonathan M. Bentley, CFA

Jonathan M. Bentley, CFA

Senior Investment Analyst

Jonathan Bentley is a Senior Investment Analyst at Choate Investment Advisors. He works with Portfolio Managers to source new ideas, conduct fundamental analysis, and assist in the development and delivery of recommendations, as well as manage existing clients’ portfolios. Jonathan also helps to monitor existing portfolio positions and assess their outlook.

Prior to joining Choate Investment Advisors, Jonathan worked as Research Director & Portfolio Manager at Lowell, Blake & Associates. He has also served as an Equity Research Associate at SVB Leerink and as Investment Analyst at Tetrem Capital Management, a long-only value fund.

Jonathan is a member of the CFA Society Boston and the CFA Institute.

Benjamin P. Lewis, CFA

Benjamin P. Lewis, CFA

Senior Investment Analyst

Benjamin Lewis is a Senior Investment Analyst at Choate Investment Advisors. He works with Portfolio Managers to source new ideas, conduct fundamental analysis, and assist in the development and delivery of recommendations, as well as manage existing clients’ portfolios. Ben also supports the firm’s overall research process and collaborates with the investment team to identify potential position changes within strategy guidelines and the investment process.

Prior to joining Choate Investment Advisors, Ben worked as a Portfolio Manager at Lowell, Blake & Associates. He also served as a Portfolio Advisor and Equity Analyst at Boston Private Wealth.

Ben is a member of the CFA Society Boston and the CFA Institute.

Malik J. Daley

Malik J. Daley

Investment Analyst

Malik Daley is an Investment Analyst at Choate Investment Advisors. As an Investment Analyst, Malik evaluates financial and investment information to improve ChoateIA’s investment processes and works with the Portfolio Managers to provide personalized investment solutions for clients.

Prior to joining Choate Investment Advisors, Malik worked as an Equity Research Associate at SVB Private, where he conducted stock specific research, and helped manage two internal equity strategies. He also previously worked as a Credit Analyst at Brookline Bancorp and a Management Consulting Associate at PwC.

Dennis H. Maier

Dennis H. Maier

Senior Investment Analyst

Dennis Maier is an Investment Analyst at Choate Investment Advisors. As an Investment Analyst, Dennis conducts quantitative research to improve ChoateIA’s investment process and works with the Portfolio Managers to provide personalized investment solutions to ChoateIA’s clients.

Prior to joining Choate Investment Advisors, Dennis worked as an Investment Banking Capital Markets Analyst at Credit Suisse, where he provided product and advisory services to Financial Institutions (FIG) clients. Dennis graduated with a BS in Management and Business and Economics from Skidmore College.

Louis R. Marchant

Louis R. Marchant

Senior Investment Analyst

Louis Marchant is a Senior Investment Analyst at Choate Investment Advisors. As a Senior Investment Analyst he conducts quantitative and qualitative research and works with Portfolio Managers to source new ideas and assist in the development and delivery of personalized investment solutions for clients. Louis also works with families to help determine strategic portfolio allocation and construction, optimal cash flow planning, and portfolio risk management to meet their near and long-term goals.

Prior to joining Choate Investment Advisors, Louis worked at PricewaterhouseCoopers as a Senior Associate in the Transfer Pricing group, where he helped large multinational companies restructure their intercompany pricing policies to create optimal tax and operating structures in various industries. Louis graduated with a BS in Finance and Economics from Bentley University, where he participated in the Bentley Investment Group.

Hideyoshi D Watanabe

Hideyoshi D Watanabe

Investment Analyst

Hideyoshi Watanabe is an Investment Analyst at Choate Investment Advisors.  As an Investment Analyst, Hideyoshi is responsible for implementing investment ideas into client portfolios and providing due diligence on our investment vehicles.  Hideyoshi passed the CFA Level 2 exam in June 2015.

Hideyoshi joined Choate after receiving a BSBA from the Boston University Questrom School of Business, where he concentrated in Finance and Entrepreneurship.  Prior to joining Choate Investment Advisors, Hideyoshi was part of Choate, Hall & Stewart’s Trust Operations Department as a Trust Analyst.  While working with the Trust Operations department, Hideyoshi specialized in account reconciliation and asset movement and also conducted day-to-day operations such as setting up and processing client wires, check deposits, along with opening and closing accounts.

Prior to attending Boston University, Hideyoshi served in the US Army for four years as an Infantry team leader.  

Deven Swim

Deven Swim

Director of Wealth Management Technology & Special Projects

Deven Swim is the Director of Wealth Management Technology & Special Projects for Choate Investment Advisors. He has over 20 years of experience in delivering solutions for banking and wealth management companies. Deven is a strategic and innovative leader with expertise in digital and business transformations, management consulting, and banking/wealth management company merger integrations.

Before joining Choate, Deven was the Head of Wealth Management and Trust Technology at Silicon Valley Bank, overseeing all key client, advisor, and employee technology solutions, and was responsible for defining the technology strategy and leading the execution of strategic initiatives. He also previously served as Head of Product Management at Boston Private and spent 11 years in the Financial Services Consulting Practice at PricewaterhouseCoopers LLC (PwC).

Joseph M. Sicilian

Joseph M. Sicilian

Director of Research

Joseph Sicilian is the Director of Research for Choate Investment Advisors. He has over 15 years of experience in the financial industry and helps lead ChoateIA’s research efforts, working closely with the investment team to provide quantitative research and operational support to improve Choate’s investment process.

Before joining Choate, Joseph worked as a Managing Director at Wellington Management.

Nicole F. Gagliardi

Nicole F. Gagliardi

Compliance Specialist

Nikki Gagliardi is a Compliance Specialist with the ChoateIA team. She works closely with the Chief Compliance Officer on compliance initiatives to ensure all policies and procedures are met with regulatory requirements.

Prior to joining ChoateIA, Nikki was a Principal, Managing Director and Chief Compliance Officer at Lowell, Blake & Associates Inc. for nearly 20 years where she was responsible for ensuring the firm met all SEC regulatory requirements.

Courtney King

Courtney King

Special Projects Analyst

Courtney King joined Choate Investment Advisors in 2008 after working for three years on the Family Office Services team at Choate, Hall & Stewart LLP.  She works closely with members of ChoateIA and the family office team to ensure a high level of client service. Courtney leverages her institutional knowledge to work within groups refining processes and procedures related to serving our clients. She works on special client projects involving bookkeeping, reporting and meeting preparation, facilitates client outreach, and is responsible for essential compliance functions in support of ChoateIA’s Chief Compliance Officer.

Max A. Sands

Max A. Sands

Business Analyst

Max Sands is a Business Analyst at Choate Investment Advisors. Max works closely with the investment team to implement investment ideas into client portfolios and provide due diligence and quantitative research on investment vehicles.

Prior to joining Choate Investment Advisors, Max worked as an analyst at IronHold Capital.

Brian Suitor

Brian Suitor

Research and Operations Analyst

Brian Suitor is a Research and Operations Analyst at Choate Investment Advisors. As an Analyst, Brian works closely with the investment team to provide quantitative research and operational support to improve Choate’s investment process.

Brian joined Choate after receiving a BSBA from the Boston University Questrom School of Business, where he concentrated in Operations and Technology. While at Boston University, Brian earned his Six-Sigma Greenbelt Certification and competed for their Division I Wrestling program. 

Prior to joining Choate Investment Advisors, Brian worked at State Street as a financial operations specialist. At State Street, Brian was responsible for maintaining client holdings and account reconciliations, with a focus on derivative investments as a part of their Alternative Investment Solutions group.

Andrew Burnside

Andrew Burnside

Research and Operations Analyst

Andrew Burnside is a Research and Operations Analyst at Choate Investment Advisors. Andrew works closely with the investment team to provide quantitative research and operational support to improve Choate’s investment processes.

Prior to joining Choate Investment Advisors, Andrew worked at Lowell, Blake & Associates. He has also held positions as an Investment Operations Associate at Anchor Capital Advisors and a Brokerage Operations Representative at Fidelity Investments.

Kara Hayhurst

Kara Hayhurst

Client Service Specialist

Kara Hayhurst is responsible for office administration and account oversight.

Kara graduated from Merrimack College with a BA in psychology and child development and went on to receive her MEd from Merrimack. Prior to joining Choate Investment Advisors, Kara spent three years as a teacher helping students with psychological disorders.

Kara works closely with the investment team on special projects and preparation for client meetings.