Erin E. Kerr

Compliance Officer chez Choate Investment Advisors LLC

Profil

Ms. Erin E.
Kerr, CFA MBA, is a Portfolio Manager & Chief Compliance Officer at Choate Investment Advisors LLC.
As a Portfolio Manager, she 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, she 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.
She 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.
Ms. Kerr received her BA degree from Boston University and an MBA from Boston University.
She is a CFA charter holder and is a member of the Boston Security Analysts Society.

Postes actifs de Erin E. Kerr

Sociétés	Poste	Début
Choate Investment Advisors LLC	Compliance Officer	01/11/2011

Formation de Erin E. Kerr

Boston University

Masters Business Admin