Choate Wealth
Investment Management • 
Boston, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | Two International Place, Suite 3000, Boston, Massachusetts 02110, US |
| Phone number | +16172485000 |
| Websites | |
| NAICS | 5231 |
| Employees | 21-50 |
| Socials |
Key Contacts at Choate Wealth
Henry Dormitzer
Managing Director
Deven Swim
Director Of Technology And Special Projects
Josh Fillman
Director Of Research
Diana Malcom
Managing Director
Harrison Odaniell
Director Of Portfolio Analytics
Choate Wealth Email Formats
Choate Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@choate.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@choate.com | 85.7% |
{first initial}{last name} | jdoe@choate.com | 14.3% |
About Choate Wealth
In collaboration with Choate Hall & Stewart, we provide clients with a one-stop solution to their investment management, tax and estate planning needs through in-house expertise in all these areas. Choate Investment Advisors work together with other members of the wealth management group and experts across the firm to offer clients professional, holistic advice that will add substantial value over the long term. Our open architecture model of evaluating and providing access to the best-in-class asset managers allows us to be objective and provide clients with independent, unbiased advice. Our objectives are directly aligned with clients’ best interests. Our institutional scale allows us to access investment opportunities that are unavailable to most individual retail investors. Our team of seasoned investment professionals helps clients meet their long-term objectives by controlling risk through sophisticated asset allocation, selecting and providing access to best-in-class investment vehicles, and maximizing after-tax returns by managing portfolios in a tax-sensitive manner. Our experienced investment team listens carefully to clients to understand their unique financial situation and goals. Working together, we develop a customized, integrated investment plan to achieve those goals as efficiently as possible with minimized risk. https://www.choatewealth.com/disclosures/
Choate Wealth revenue & valuation
| Annual revenue | $17,200,000 |
| Revenue per employee | $612,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $54,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Choate Wealth has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
Choate Wealth has never raised funding before.
France
Italy
Germany
Frequently asked questions
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