CHOATE INVESTMENT ADVISORS of BOSTON, MA is an SEC-registered investment adviser (CRD 106109). Regulatory assets under management: $10.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Erin Elwood Kerr | CHIEF COMPLIANCE OFFICER | — |
| Robert Allen Kole | DIRECTOR OF CAMI | — |
| Tamer Makram Alamuddin | MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI | — |
| Alexander Lowell Thorndike | PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| THORNDIKE ALEXANDER LOWELL | PRESIDENT OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| SARGENT PRESTON ROBERT | V.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; V.P., CLERK AND DIRECTOR OF CAMI; INVESTMENT OFFICER OF CIA; CHIEF COMPLIANCE OFFICER OF CIA | — |
| WENZEL THOMAS RICHARD | PRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIA | — |
| MCDANIEL JAMES ALAN | DIRECTOR OF CAMI | — |
| SCHERMERHORN SCOTT BENJAMIN | MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| CALLORI FREDERICK PETER | CHIEF COMPLIANCE OFFICER | — |
| WENZEL RICHARD L | PRES./TREAS./DIR.-CHOATE ADVISORS MANAGEMENT, INC.("CAMI");MANAGER-CHOATE INVESTMENT ADVISORS LLC ("CIA"); MANAGING DIR. OF CIA | — |
| MILLAY TODD MARTIN | MANAGING DIRECTOR OF CIA, PRESIDENT, TREASURER AND DIRECTOR OF CAMI | — |
| PHILLIPS DOUGLAS BOND | ACTING MANAGING DIRECTOR OF CIA; SECRETARY AND DIRECTOR OF CAMI | — |
| KERR ERIN ELWOOD | CHIEF COMPLIANCE OFFICER | — |
| KOLE ROBERT ALLEN | DIRECTOR OF CAMI | — |
| Alamuddin Tamer Makram | DIRECTOR OF CAMI; MANAGING DIRECTOR OF CIA, DIRECTOR OF CAMI | — |