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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-1996
- Office Locations
- 1
Office Locations
About Choate Investment Advisors
Choate Wealth is a Boston-based, fee-only wealth manager serving multigenerational families, entrepreneurs, and charitable entities. The firm provides integrated planning and investment management alongside tax, trust, and estate advisory through a multidisciplinary team that includes attorneys and tax specialists. Portfolios are built using asset allocation with ETFs and public funds, spanning equities and fixed income, and can support ESG/socially responsible mandates.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TAMER MAKRAM ALAMUDDIN
Investment Advisor
- CRD
- #6924607
- Ownership
- Less than 5%
ERIN ELWOOD KERR
Chief Compliance Officer, Investment Advisor
- CRD
- #6563372
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Patrick William Collins
Client Analyst
- CRD
- #7978880
Graham Taylor Johnstone
Client Analyst
- CRD
- #8167327
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,271,061,008 | $2,385,146 |
| Non-Discretionary | $776,858,302 | $6,367,691 |
| Total | $10,047,919,310 | $2,506,341 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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