Diana B. Malcolm

Managing Director, ChoateIA

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.

Education & Credentials

Bowdoin College
BA, 1997

Diana's Insights

Choate Family Office Podcast 10.03.2024

How U.S. Presidential Elections Impact the Economy and the Stock Market

In this episode of Choate’s Family Office podcast series, Diana Malcom, Managing Director of Choate Investment Advisors, and Christine Wright, Portfolio Manager of Choate Investment Advisors, discuss how U.S. Presidential elections have historically impacted the stock market and overall economy and how that applies to a potential Trump or Harris administration in 2025.

Publications 09.10.2024

Donors Take Care: How to Avoid Charitable Giving Scams

The Federal Trade Commission and the attorneys general of 10 states filed a lawsuit in federal court against Cancer Recovery Foundation International (aka Women’s Cancer Fund or the “Fund”), and its president, Gregory Anderson, alleging that they raised $18 million over a five-year period from donors who wanted to help cancer patients, but that only 1% of the money went to help the patients.