Our Team:

Charles Cheever, Choate’s co-managing partner since 2014, helps high net worth clients manage their planning, tax, and investment responsibilities in order to meet their financial goals for their families. Charles works deliberately to get to know his clients and their families personally in order to provide advice that is independent and focused exclusively on what is best for each client. With deep experience serving as trustee for more than $1 billion in assets, he utilizes the full range of Choate’s Family Office Services Group to deliver fully integrated counsel in estate planning, income and gift tax planning and return preparation, investment advice, portfolio management, and trustee services.

Charles earned his JD from the University of Virginia School of Law and is admitted to practice in Massachusetts.

Jessica Lambert, co-chair of Choate’s Wealth Management Practice Group, provides comprehensive and personalized estate planning advice to high net worth individuals and families, with an emphasis on sophisticated wealth transfer strategies to minimize estate, gift, and generation skipping transfer taxes. She works closely with multiple generations of families on all aspects of wealth management, ranging from basic estate planning such as wills, durable powers of attorney, and health care proxies to sophisticated strategies for lifetime asset transfers, including grantor retained annuity trusts (GRATs), family limited partnerships, income tax advantaged grantor trusts, and qualified personal residence trusts (QPRTs).

Jessica advises clients on making tax-efficient gifts to charity, including retirement assets and qualified appreciated stock, and assists with the establishment of private family foundations. She represents private foundations in applying for and maintaining exempt status, and also helps with tax and estate planning for multiple generations of international families and trustees of offshore trusts.

Jessica earned her JD from Boston College Law School and is admitted to practice in Massachusetts.

Lanny Thorndike is President of Choate Investment Advisors and co-chair of Choate’s Wealth Management Practice Group. 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, portfolio managers, analysts and trusts and estates administrators, Lanny helps to ensure the coordinated delivery of best-in-class integrated family office services to wealthy families – 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. Lanny was a longtime portfolio manager for the Vanguard Explorer fund, as well as other institutional foundations and endowments. 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.

Kristin Abati provides sophisticated tax and estate planning advice to high net worth families spanning multiple generations, helping them to meet their specific financial goals. With over 20 years of experience, Kristin advises wealthy families, entrepreneurs, and their associated businesses on all aspects of tax, gift, and estate planning. She helps her clients structure lifetime gifts that leverage their gift tax exemptions, including gifts of carried interests and other illiquid assets. She also helps her clients accomplish non-gift transfers that pass significant wealth to the next generation, including by funding grantor retained annuity trusts (GRATs), among other techniques. Clients also seek Kristin’s advice on a wide range of charitable matters, from structuring large planned gifts to public charities, to managing her clients’ private foundations.

Kristin is widely published and considered an expert in complicated tax matters and the laws of fiduciary duty, including trustee decanting. Relying on her expertise, many clients ask Kristin to serve as their executor and trustee. She is a member of Choate’s Executive Committee, and immediate past Co-Chair of the Wealth Management Group.

Kristin earned her JD from the University of Virginia School of Law and is admitted to practice in Massachusetts.

Thomas brings over 15 years of trust, estate and high net worth wealth management experience. Prior to joining Choate, Thomas was an Assistant Vice President at US Trust, Bank of America Private Wealth Management, where he managed high net worth relationships in excess of $300 million. In that capacity, he worked with high net worth individuals and multi-generational families by managing ongoing relationships which included revocable and irrevocable trusts, IRAs, CRUTs, ILITs and investment management accounts. Thomas possesses strong client management skills and specific knowledge of individual, trust and estate taxes, asset allocation, and estate and financial planning.

Meghan Adams-Lewis brings over 20 years of trust and high net worth wealth management experience to help clients grow and protect multi-generational estates. She works with family members, trustees, and investment advisors to provide integrated family office services with a focus on trust administration. Her areas of expertise include revocable and irrevocable trusts, IRAs, court supervised trusts, and investment management accounts.

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. 

Pearl Bell works closely with Choate’s trustees and estate planning lawyers and Choate Investment Advisors to coordinate the integrated delivery of family office services to high net worth families and individuals. For many clients, Pearl is their primary point of contact, and she directs many of the important aspects of their financial lives, including the coordination of bill paying, charitable and non-charitable gifting, account opening and closing, financial reporting etc. With over 30 years of experience, Pearl is engaged in the planning and then, importantly, implementing clients’ estate plans and often helps support clients’ major purchases. She also helps clients with budgeting, implementing cybersecurity protection efforts, coordinating yacht and flight crews, and hiring, firing, and mentoring of domestic staff, among other things.

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.

Marc Bloostein provides sophisticated estate planning advice to high-net worth individuals and families. He has over 30 years of experience in all aspects of trust and estate administration, including advising fiduciaries and beneficiaries and serving as trustee for multiple family trusts. He is a trusted advisor to private equity and hedge fund principals and to their firms, helping them structure funds to generate estate planning opportunities and providing them with thoughtful advice on effective wealth transfer strategies.

Marc is generous in sharing his legal experience and  knowledge. He teaches a course on estate planning at Harvard Law School and frequently lectures to lawyers on estate planning  topics. He was instrumental in the 2012 enactment of the Massachusetts Uniform Trust Code, and chaired a committee that recommended the Uniform Trust Decanting Act for adoption in Massachusetts.

Marc earned his JD from Cornell University Law School, and is admitted to practice in Massachusetts and New York.

Roseanne Broussard joined Choate’s Wealth Management Team in 2013 and brings over 17 years of trust and estate experience to the group.  Roseanne works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts. She is responsible for the administration of a variety of accounts including revocable and irrevocable trusts, investment accounts and trusts for high net worth family groups.

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.

Courtney Carr provides comprehensive and personalized estate planning advice to high net worth individuals and their families to help them grow and protect multi-generational wealth. She specializes in developing customized estate plans for clients designed to minimize estate, gift and generation-skipping transfer taxes, and to meet each client’s personal goals for wealth transfer.

Courtney invests in each client relationship and makes it a priority to personally get to know her clients and their families in order to provide the best advice and service to each of them. She works closely with her colleagues in the Wealth Management Group to provide integrated, customized family office services designed to meet the specific needs of each client family. These services include trust administration, investment management advice through Choate Investment Advisors, income and gift tax advice, and tax return preparation.

Courtney earned her JD from Suffolk University Law School and is admitted to practice in Massachusetts.

Cameron Casey provides comprehensive estate planning advice to high-net-worth individuals and families.  She works with her clients to develop plans that achieve clients’ goals for themselves, their families and the charitable organizations that are important to them. Strategic tax planning is integral to this process. Cameron serves as a trustee and family advisor for clients, helping them steward family capital, foster intergenerational transitions, and communicate philanthropic values. Cameron also advises tax-exempt organizations and corporate fiduciaries on charitable planning matters.

Cameron earned her JD from Harvard Law School and is admitted to practice in Massachusetts.

Kimberly Cohen is known for her strategic planning advice and extensive estate planning experience. She regularly counsels entrepreneurs, partners of private equity firms, venture capitalists, private and public company officers and shareholders, and high net worth individuals and families in the development and implementation of sophisticated planning techniques to aid with the accumulation, preservation, and transfer of wealth. She has particular experience working with private equity and hedge fund clients in the Boston and New York regions.

In addition, Kim serves as a trustee for many family trusts and helps clients achieve their philanthropic goals through vehicles such as private foundations, charitable remainder and lead trusts, and charitable gift annuities.

Kim is also a frequent lecturer on new developments in the estate planning area including at the Heckerling Institute on Estate Planning, The American College of Trust and Estate Counsel (ACTEC) Annual Meeting, and The American Law Institute Awards.

Kim earned her JD from Cornell Law School, and is admitted to practice in Massachusetts and New York.

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.

Nicole DellaPasqua provides trust services to high net worth families and individuals. She works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts, and creates customized solutions for her clients’ wealth objectives.

Nicole is a Certified Financial Planner.

Heather Deitch brings over 10 years of trust and estate experience to her work with high net worth families and individuals. She oversees all aspects of estate administration, including the preparation of required estate tax returns and probate accounting documents, as well as identifying, valuing and collecting probate and non-probate assets, and funding trusts pursuant to the decedent’s estate plan. Prior to joining Choate, Heather practiced as a trusts and estates attorney, with a focus on estate planning, estate and trust administration, tax, probate, private client services, and real estate.

Heather earned a LLM from Boston University School of Law, a JD from the New England School of Law, and a BA from Emmanuel College. She has been recognized in Massachusetts Super Lawyers as a Rising Star.

Jenna DiPietro is an experienced estate advisor who handles all aspects of estate administration, including the preparation of estate tax returns, identifying, valuing and collecting probate and non-probate assets, and funding trusts pursuant to the decedent’s estate plan.

Prior to joining Choate, Jenna worked as a estate and trust administrator at a law firm in Salem, as well as a paralegal in a large Boston law firm.

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.

Christine Ellsmore brings years of experience in trusts and estates to her work with trustees, estate professionals, and investment and tax personnel in the administration of new and existing accounts. She works on a variety of accounts, including revocable and irrevocable trusts and investment accounts for high net worth families and individuals.

Christine also has experience developing and implementing clients’ estate plans, as well as maintaining and updating those plans in accordance to changes in the law.

Jennifer Ewing advises high net worth individuals, families, corporate executives, and entrepreneurs on a wide range of trusts and estates matters. She has experience with estate planning, trust administration, and estate settlement and works with clients to create tax-efficient estate plans and deploy techniques to aid the accumulation, preservation, and transfer of wealth.

In addition, Jennifer serves as a trustee and personal representative of many family trusts. As a fiduciary, she works closely with clients to ensure that trusts are administered in a way that is tax-efficient and responsive to their priorities and goals.

Jennifer earned her JD from Harvard Law School and is admitted to practice in Massachusetts.

Brian has more than 10 years of experience providing tax services to high net worth individuals.  Prior to joining Choate, Brian was a Senior Tax Accountant with Cowan Bolduc Doherty, LLC, then Friedman, Suvalle and Salomon, PC. At those firms, he worked with clients and advisors to provide tax services, including the preparation of individual, corporate, partnership, foundation and trust income tax returns.

At Choate, Brian has continued his focus on tax preparation and planning for high net worth individuals. Additionally, his responsibilities include the preparation of income tax returns for a wide range of entities including revocable and irrevocable trusts, investment management accounts and charitable foundations.

Brian graduated from Merrimack College with a BS in Business and a concentration in Accounting. As an Enrolled Agent, he specializes in taxation and has unlimited rights to represent taxpayers before the IRS. He has successfully passed the CPA exam, and is in the process of obtaining his license. Brian is currently enrolled in the Carroll School of Management’s Masters in Finance program at Boston College.

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.

Deborah Giambanco brings over 20 years of trust and estate experience to her work with families, trustees, estate professionals, and investment advisors in the management of new and existing accounts. She is responsible for the administration of a variety of accounts including revocable and irrevocable trusts, investment accounts, and trusts for high net worth family groups.

Marrissa Gitzen provides trust services to high net worth families and individuals. She works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Glen Goff brings over seven years of experience in trust taxation to his work preparing fiduciary income tax returns for trusts managed by Choate’s Wealth Management Group. He handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and IRA accounts. Additionally, Glen assists with the preparation of individual income tax returns for clients of Choate’s Wealth Management Group.

Glen earned an MBA from Curry College.

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.

Sarah Hertzog works with colleges, universities, other nonprofit organizations, and their donors regarding the structure, implementation, and administration of planned giving arrangements, including charitable remainder trusts, pledges, and gift agreements. In addition, she advises tax-exempt organizations, including healthcare organizations, private foundations and other nonprofits, in connection with grant making, formations, reorganizations, and investment activities.

Sarah also has a wide range of experience advising private investment fund managers and investors on the formation and operation of private equity and hedge funds.

Sarah earned her JD from the University of Virginia School of Law and is admitted to practice in Massachusetts and the District of Columbia.

Deborah Howe’s practice concentrates on estate and tax planning for high net worth individuals. Deb focuses on drafting both core and sophisticated estate planning documents designed to minimize taxes and maximize intergenerational wealth transfer. She has a strong commitment to designing, drafting, and implementing estate plans that address her clients’ individualized circumstances and familial goals.

Deborah earned her JD from Columbia Law School and is admitted to practice in Massachusetts.

Marti Karasek brings over 30 years of estate and trust administration experience to her work with estate professionals and trustees. She is responsible for all aspects of estate administration, including the preparation of estate tax returns, identifying, valuing and collecting probate and non-probate assets, and funding trusts pursuant to the decedent’s estate plan. Marti also has extensive experience preparing complex federal estate and gift tax returns, state estate tax returns, assisting in federal and Massachusetts estate tax audits, funding downstream trusts, preparing probate inventories and accountings, and fiduciary income tax returns.

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 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.

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 data management, bookkeeping, reporting and analysis.

Chase Kjellberg provides trust services to high net worth families and individuals. She works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Prior to joining Choate, Chase worked at The Baupost Group as a Senior Investor Services Associate.

Stephanie Klinkenberg-Ramirez works with clients of Choate’s Wealth Management Group. She counsels high net worth individuals and families in matters including estate planning and asset management strategies, such as tax efficient transfers designed to preserve family wealth.

In addition, Stephanie advises clients on making tax-efficient gifts to charity, and assists with the establishment of private family foundations. She assists private foundations in developing strategic plans and making grants that comply with IRS requirements, including preparation of complex grant agreements to achieve specific outcomes desired by foundation clients.

Stephanie earned her JD from New York University School of Law and is admitted to practice in Massachusetts.

Pawel Kot has over 15 years of experience in providing tax services to high net-worth individuals. He handles Choate’s fiduciary tax and trust accounting activities, including the review and preparation of fiduciary and individual income tax returns, 1099s, and electronic filing of tax information.

Pawel earned a MS in Taxation from Bryant University. 

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.

Bill Lowell helps high net worth clients to grow and protect multi-generational wealth through sophisticated estate planning. Collaborating with Choate’s trust, tax, and investment advisory resources, he develops strategies for minimizing income, gift, and estate taxes and increasing investment returns. He also serves as trustee for many of his clients.

Bill was named by the Supreme Judicial Court of Massachusetts to serve on the Ad Hoc Committee to study and report to the Court on Bosch litigation. He earned a JD from Boston College Law School and is admitted to practice in Massachusetts.

Renat Lumpau specializes in sophisticated tax and estate planning for U.S. and international clients. His advice covers all aspects of wealth management for high net worth clients, including designing comprehensive estate planning solutions to provide for future generations; implementing lifetime giving strategies to minimize gift, estate, and generation-skipping transfer (GST) taxes; structuring and analyzing foreign trusts involving U.S. grantors and beneficiaries; and executing charitable planning strategies to meet philanthropic goals in a tax-efficient manner. His clients include private equity and hedge fund principals, business owners, government officials, sports team owners, high net worth foreign nationals, and beneficiaries of wealth legacies.

Renat has written many widely-cited articles on several important tax and estate planning subjects that affect his clients, including the trust decanting technique. He is a Fellow of The American College of Trust and Estate Counsel and is a member of the Boston Probate and Estate Planning Forum, the Society of Trust and Estate Practitioners (STEP), and the Individual Tax and Private Client Committee of the International Bar Association.

Renat earned his JD from Harvard Law School and is admitted to practice in Massachusetts.

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.

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 of Lowell, Blake & Associates and worked at Brown Brothers Harriman. She is on the board of the MENTOR Charitable Trust and is a member of the Boston Economic Club and Entrepreneurs’ Organization.

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.

Geoffrey Mason advises high net worth clients on estate planning and trust administration. He works with private equity and venture capital principals, corporate executives, and entrepreneurs to develop and implement estate and gift plans that meet their personal and financial goals in a tax-efficient manner. Geoff also serves as trustee of many family trusts, and advises trustees and beneficiaries in connection with investment, tax and fiduciary matters.

In addition, Geoff advises trust companies and major non-profit organizations with respect to charitable trust administration and planned giving.

Geoff earned his JD from New York University School of Law and is admitted to practice in Massachusetts.

Patrick McArdle joined Choate’s Wealth Management Team in 2014. Prior to joining Choate, Patrick served as Vice President and Senior Trust Officer with Merrill Lynch Trust Company. In that capacity, he was lead manager for the regional New York Team with Merrill Lynch Trust Company’s High Net Worth Group and was responsible for delivering fiduciary services to high net worth families, financial advisors and private wealth advisors in the New York metropolitan area. Patrick brings over 17 years of wealth management experience where he has coordinated and executed client wealth planning goals, administered personal trusts, court supervised trusts, philanthropic planning vehicles, IRAs and multi-generational wealth transfer vehicles.

At Choate, Patrick works closely with a select group of families and their advisors to develop and implement family office services tailored to meet their individual family need. In doing so, Patrick serves as a lead relationship manager in the management of personal trusts, private family foundations and family investment companies. His expertise includes oversight of asset custody, cash management, coordination of tax matters with accountants, private investment subscriptions and ongoing capital management, plans for company board meetings, and communication with immediate and extended family on personal trust matters, investment company matters and personal financial needs.

Patrick is a graduate of the Cannon Financial Institute’s Trust School. He has completed administration and investment programs at the Central Atlantic School of Trust, holds a Certified Trust and Financial Advisor (CTFA) designation and is a member of the Institute of Certified Bankers.

Jeffrey McKenney has over 15 years of experience in providing tax services. He handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and charitable foundations, and works closely with attorneys and estate and trust administrators on tax-related issues.

Jeffrey earned a MSA in Accounting from University of Masschusetts at Boston.

Scott McLaughlin provides trust services to high net worth families and individuals. He works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Scott earned a JD from University of Maryland School of Law. Prior to joining Choate, Scott worked at Bank of America Private Bank, where he administered a wide range of trusts and accounts, and monitored investment objectives and transactions.

Rachel Meagher advises high net worth families and individuals on all aspects of their estate plans, including both tax and non-tax considerations. Her practice includes administration of trusts and estates, inter-generational planning and sophisticated wealth transfer techniques. Rachel enjoys working closely with her clients to ascertain their individual goals and concerns and identify and implement practical, tax-efficient solutions.

Rachel earned her JD from Harvard Law School and is admitted to practice in Massachusetts.

Irushi Mehta has over 25 years of experience in providing tax services to high net-worth individuals. She is responsible for Choate’s fiduciary tax and trust accounting activities, including the review and preparation of fiduciary and individual income tax returns, 1099s, and electronic filing of tax information.

Irushi is an enrolled agent licensed to practice by the Internal Revenue Service.

Brian Monnich provides clients with sophisticated guidance on a broad array of wealth management matters, helping them to grow and protect their multi-generational estates. He takes a personal approach in advising clients of diverse ages and nationalities and across various industries, developing and implementing estate planning strategies designed to minimize taxes and preserve family wealth. As his judgement and experience are highly valued by his clients, Brian is often chosen to be trustee for his clients.

Brian earned his JD from Boston College Law School and is admitted to practice in Massachusetts. He is a former co-chair of Choate’s Wealth Management Group.

Donald Muller provides trust services to high net worth families and individuals. He works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Donald earned a JD from Florida State University College of Law. Prior to joining Choate, he worked as a trust administrator for a private family office.

Harrison Odaniell is the Director of Portfolio Analytics & Trading 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.

Albana Orgocka has over 20 years of estate and trust administration experience. Prior to joining Choate, Albana was an estate administrator at Loring, Wolcott & Coolidge Trust, LLC. She oversees all aspects of estate administration, including the preparation of all required estate tax returns and probate accounting documents. She performs a wide range of complex estate administration functions, drawing upon her extensive and sophisticated knowledge of federal and state estate, generation skipping and gift taxation principals, personal trust and probate accounting practices and investment and personal tax laws.

Albana is founder and former co-chairwoman of the Massachusetts Albanian American Society, a non-profit organization that advocates on behalf of the Albanian American community. She was recognized by the Albanian American Woman’s Organization Motrat Qiriazi with a Woman of the Year Award for her work in Massachusetts’ Albanian-American community. For over a year, she has volunteered as a social worker at The International Institute of Boston, offering support to those from Kosovo.

Albana is a graduate of the ABA Graduate Trust School and earned a MA from Columbia University. She is a Fulbright Scholar and a member of the Boston Estate Planning Council.

Mark Perry has over twenty years of experience in the wealth management and financial industries. He provides trust services to high net worth families and individuals, and works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Prior to joining Choate, Mark worked as Senior Manager of Operations for Lowell, Blake & Associates, as well as the Senior Vice President of Operations and Anti-Money Laundering at Winslow, Evans & Crocker, Inc. in Boston. He was also a compliance specialist and managed a proprietary mutual fund trading group at Ameriprise in Minneapolis.

Mark is a Certified Anti-Money Laundering Specialist (CAMS) and is a member of the Greater Boston AML chapter.

Amy Qiu provides trust services to high net worth families and individuals. She works closely with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Prior to joining Choate, Amy worked as a Client Relationship Specialist at Welch & Forbes, and has held investment roles at Reynders McVeigh, Athena Capital Advisors and Morgan Stanley. She received a MA and BA from Brandeis University.

Peter is the Operations and Reporting Services Director of the Trust Operations Department within Choate’s Wealth Management Group and oversees the day-to-day processing of all trust-related activity. Peter works closely with trustees, trust administrators, portfolio managers and tax professionals to provide clients with the best possible service. He is also responsible for managing the outsourced back office team and trust accounting system for data reconcilement, maintaining data integrity and monitoring all activity for compliance purposes. As Senior Manager, he has successfully managed four system conversions as well as two custody conversions.

Peter joined the Firm’s Tax Department in 1986 as a Tax Preparer. In 1990, he became Manager of the Tax Department and was responsible for the preparation and filing of all fiduciary and individual tax returns. In 1994, he became the Manager of the Trust Operations Department.

Peter graduated from Stonehill College with degrees in Communications and History.

Justin Rhuda works with clients of Choate’s Wealth Management Group. He counsels individuals and families in matters ranging from basic estate planning to sophisticated strategies for lifetime asset management strategies, including tax-efficient transfers designed to preserve family wealth.

Justin earned his JD from Suffolk University School of Law and is admitted to practice in Massachusetts. Prior to law school, Justin served as an infantry officer in the U.S. Marine Corps.

Debra Rubin has over 20 years of estate and trust administration experience. She performs a wide range of complex estate administration functions, including the preparation of all required estate tax returns and probate accounting documents.

Debra earned a JD from New England Law. Prior to joining Choate, she was an estate administrator at a large Boston law firm.

Nicholas Russell works with clients of Choate’s Wealth Management Group. He counsels high net worth individuals and families in matters including estate planning and asset management strategies, such as tax efficient transfers designed to preserve family wealth.

Prior to law school, Nicholas worked as a Paralegal at a fixed-income broker dealer.

Nicholas’s bar admission in Massachusetts is pending.

Andree Saulnier helps high net worth clients to grow and protect multi-generational wealth. She has extensive experience in drafting and administering estate and trust plans; knowledge of current estate tax laws, including estate tax minimization, planned giving, business succession, and use of family limited partnerships; and estate planning for pension benefits and families with disabled children.

In addition to providing estate planning and other advice to clients, Andree oversees the Choate Family Office Services estate administration practice.

Andree earned a JD from Boston College Law School and is admitted to practice in Massachusetts.

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.

Shira Sokal advises high-net worth and multigenerational families, business executives and owners, and directors of private equity funds on all aspects of wealth transfers, from lifetime giving strategies to sophisticated estate planning techniques. She focuses on creating estate plans that address the complex network of income, gift, estate, and generation-skipping tax rules, all while taking into account each client’s unique needs and wishes.

Shira earned a JD from Harvard Law School and is admitted to practice in Massachusetts.

Shaune Sousa provides trust services to high net worth families and individuals. He works closely with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Prior to joining Choate, Shaune worked as a Trust Advisor at Loring Wolcott & Coolidge Trust Co. and as a Senior Portfolio Advisor at Merrill Lynch. He earned a JD from the Western New England University School of Law and a BA from Western New England University. 

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.

Kelsey Sullivan is a Senior Investment Analyst at Choate Investment Advisors, conducting quantitative and qualitative research, and working closely with Portfolio Managers to source new ideas and assist in the development and delivery of personalized investment solutions for clients. She also brings significant investment experience to her work with private investments and public equities. 

Prior to joining Choate Investment Advisors, Kelsey worked as an Equity Research Associate covering Financials at Putnam Investments and as a Client Relationship Specialist at Capital Group Private Client Services.

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.

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).

Leah Tarnell works with high net worth, multi-generational families, trustees, and investment advisors in the ongoing management of her clients’ financial matters. She has extensive experience in the administration of revocable and irrevocable trusts, IRAs, charitable trusts, grantor retained annuity trusts, special needs trusts, conservatorships, and estates. Partnering with the wealth management team, Leah coordinates the delivery of a full suite of family office services to her clients.

Leah holds her Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers.

Katherine Toth works with individuals, families, and private foundations to provide a wide range of philanthropic and administrative services. She advises a number of foundations at various points in their lifecycles--from creation to wind-down--and through periods of growth or transition. She helps philanthropists and foundations draft mission and vision statements, develop and execute against strategic plans, and create impact assessments. She manages day-to-day foundation operations ranging from researching new ideas to operating open grant programs, soliciting proposals, monitoring cash flow, budgeting, and closing programs. Kate also advises multigenerational families on meaningful engagement with the next generation of family philanthropy. Additionally, she provides broad family office support by administering trusts, custodian accounts, and IRAs for high-net worth individuals and families.

Kate earned a JD from the University of Virginia School of Law. Prior to joining Choate, she worked for five years as a program officer at a private foundation.

Dorian Tolis provides trust services to high net worth families and individuals. He works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

Prior to joining Choate, he worked as a Private Wealth and Investment Advisor for Bank of America Merrill Lynch.

Tan Truong prepares fiduciary income tax returns for trusts managed on behalf of high net worth clients. She handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts, and charitable foundations. Additionally, Tan assists with the preparation of individual income tax returns for high net worth clients. She also works closely with attorneys and estate and trust administrators on tax-related issues.

Tan is an Enrolled Agent licensed to practice by the Internal Revenue Service.

Ainsley Tucker supports clients of Choate’s Wealth Management Department.

While in law school, Ainsley was the director of ABA Negotiation & Client Counseling Program at Boston University. She interned at the U.S. Court of Appeals for the First Circuit (Portland, Maine), and the Massachusetts Attorney General’s Office, where she assisted the Non-Profit Organizations/Public Charities Division.

Ainsley earned a JD from Boston University Law School and is admitted to practice in Massachusetts.

Kristen Tuden works with high net worth individuals and families on a wide range of estate planning and trust administration matters.

Kristen earned her JD from Suffolk University School of Law and is admitted to practice in Massachusetts.

Krishana Turner provides trust services to high net worth families and individuals. She works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.

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.  

Emily J. Watterworth represents individuals and families on a wide range of estate planning and trust administration matters, including sophisticated strategies for lifetime asset management such as tax-efficient transfers designed to preserve family wealth. She enjoys working closely with clients to implement thoughtful estate plans that accomplish their personal and financial goals.

Emily earned a JD from New England Law and a LLM from Boston University School of Law, and is admitted to practice in Massachusetts.

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 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.

Kacey Donahue provides trust services to high net worth families and individuals. He works with trustees, investment and tax personnel, and estate professionals in the administration of new and existing accounts.