Erin Kerr
ChoateIA - Portfolio Manager & Chief Compliance Officer
Erin Kerr is a portfolio manager and chief compliance officer at Choate Investment Advisors. She focuses on investment research and works closely with clients and Choate's Family Office Services 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 ChoateIA and its employees are complying with relevant regulatory requirements and internal policies and procedures. She is a member of ChoateIA's Sustainable, Responsible and Impact Investing Committee, which identifies attractive investments that also provide a social and environmental benefit.
While attending business school, Erin worked in development at Boston University School of Law, specializing in cultivating long-term relationships with donor constituents.
Professional & Community Involvement
- Member of the CFA Society Boston
- Member of the Boston Security Analysts Society
Education & Credentials
- Boston University
- MBA, 2011, with honors
Beta Gamma Sigma - Finance and Strategy and Business Analysis
- Questrom School of Business
- Boston University
- BA, 2005, magna cum laude
- International Relations
Focus Area
Erin's Insights
Choate Family Office Podcast 08.16.2021
Effective Planning for Realizing Capital Gains
In this episode of Choate’s Family Office Podcast Series, Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.
Choate Family Office Podcast 04.08.2021
Investing in Bitcoin: Opportunities & Risks
Tamer Alamuddin and Erin Kerr of ChoateIA explore the broader landscape of blockchain and the basics of Bitcoin, including key advantages and risks for investors.
Choate Family Office Podcast 07.14.2020
Investing in Growth Companies during the COVID-19 Crisis
Erin Kerr of Choate Investment Advisors is joined by Kevin Seth of Edgewood Management to discuss Edgewood’s investment philosophy and process, the types of companies Edgewood believes will outperform in this environment, and how investors should approach the market now.