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. 

 

Henry Dormitzer

Henry Dormitzer

Senior Portfolio Manager

Henry Dormitzer is a Senior Portfolio Manager at Choate Investment Advisors with almost 30 years of experience in investments, executive leadership and governance. Henry serves as a trustee for family trusts and foundations.

Henry was the Commissioner of the Massachusetts Department of Revenue during the implementation of the individual mandate for health insurance and as Massachusetts converted its corporate tax regime from single entity reporting to combined reporting. Other professional experience includes being a managing director at UBS Investment Bank focusing on bonds and structured financing and serving as CEO of a clean energy firm developing sustainable hydro power projects.

In addition, Henry has served on a number of boards. He was president of the board of trustees of Worcester Academy, a private secondary school in Massachusetts. During his time at Worcester Academy, Henry also chaired the investment and governance committees. Henry was a board member at MassDevelopment, Massachusetts Educational Financing Authority, and the Massachusetts Clean Energy Center where he also served as chair of the investment committee.

 

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 ten years of experience in investment management. He works closely with clients and the Wealth Management group in order to create customized solutions for their investment goals. Jake also draws on his investment expertise to communicate the firm’s investment outlook, portfolio performance, and asset allocation decisions.

Prior to joining Choate Investment Advisors, Jake worked as a Portfolio Manager at Foster Dykema Cabot, where he managed multi-asset portfolios for high net-worth families and led several investment research projects. Jake received his MBA from the Tuck School of Business at Dartmouth, and graduated magna cum laude from Endicott College with a BS in Finance. He previously served on the Endicott College Board of Trustees and Finance Committee.

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

Senior Investment Analyst

Harrison Odaniell is a Senior Investment Analyst at Choate Investment Advisors.  As an Analyst, 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.

Emanuel Vieira De Andrade

Emanuel Vieira De Andrade

Investment Analyst

Emanuel Vieira De Andrade is an Investment Analyst at Choate Investment Advisors. As an Investment Analyst, Emanuel is responsible for evaluating financial and investment information, as well as implementing investment ideas into client portfolios and providing due diligence on investment vehicles.

Prior to joining Choate Investment Advisors, Emanuel worked as an Investment Consultant for Natixis Investment Managers where he gained experience in public markets, diversifying alternatives, and sustainable/thematic investment strategies. He graduated with a BBA in Business Administration and a concentration in Finance from Boston University, where he participated in Boston University’s Finance and Investment Club. Emanuel passed the CFA Level I exam in May 2021.

Dennis H. Maier

Dennis H. Maier

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

Investment Analyst

Louis Marchant is an Investment Analyst at Choate Investment Advisors. As an Investment Analyst, Louis is responsible for implementing investment ideas into client portfolios and providing due diligence on investment vehicles.

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 and Bentley Entrepreneurial Society.

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.  

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.

Courtney King

Courtney King

Client Service Analyst

Courtney King joined Choate Investment Advisors in 2008 after working for three years in the Wealth Management Group at Choate, Hall & Stewart LLP.  She works closely with members of ChoateIA and the Wealth Management Group to ensure a high level of client service. Courtney is responsible for facilitating regular client outreach, planning client events, quarterly market updates and other communications. Courtney is also responsible for many essential compliance functions in support of ChoateIA’s Chief Compliance Officer.

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.