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Alison Svizzero

Alison Svizzero

Portfolio Manager at Choate Investment Advisors

Ashland, MA , United States

About

Alison Svizzero is a Portfolio Manager at Choate Investment Advisors in Boston, MA, with over twenty-one years of investment management experience. In her role, she works closely with clients and the firm’s Wealth Management group to provide customized solutions that address clients’ wealth management needs and long-term investment objectives. She has been recognized for tailoring portfolio management strategies, including for complex individuals, businesses, and pooled investment vehicles, and she heads private equity investing at the firm.

Before joining Choate Investment Advisors, Alison served as Director of Investments at Boston Children’s Hospital, where she was responsible for sourcing and evaluating investment strategies, managing risk, overseeing liquidity, and helping to significantly grow institutional assets. Earlier, she was the Interim Chief Investment Officer at Brandeis University, leading the endowment investment function. Throughout her career, Alison has developed expertise across multiple asset classes, with a particular focus on alternative investments such as private equity, as well as public equities, fixed income, and implementation of ESG criteria in investment analysis.

Alison holds a Master of Business Administration from Babson College and a Bachelor of Science in Finance from Bryant University. Her significant contributions to institutional investment management and her leadership in expanding and refining investment processes have been notable in the endowment and nonprofit sectors, as well as for high-net-worth and complex client portfolios.

Career History

OrganizationRoleDate RangeDetails
Choate Investment AdvisorsPortfolio ManagerDec 2022 to Present
Children's Hospital BostonDirector of InvestmentsOct 2010 to Dec 2022
Brandeis UniversityInterim CIOApr 2007 to Nov 2010
Meketa Investment GroupPrivate Equity AnalystJun 2004 to Apr 2007
State Street Corp - PrivateEdgeSenior AnalystSep 2003 to May 2004

Education

Babson College

Master Of Business Administration

2006 2008

Bryant University

Bachelor Of Science, Finance

1997 2001

Skills & Expertise

Alternative Investments
Asset Management
Financial Modeling
Investments
Portfolio Management
Private Equity
Due Diligence
Venture Capital
Equities
Hedge Funds
Bloomberg
Financial Analysis
Asset Allocation
Fixed Income
Google Analytics
Adwords
System Administration
Google Adwords
Analytics
Digital Marketing
Mobile Development
Android
Cloud Automation
PPC
Python
iOS
Win Phone
Cloud Platforms

Others at Choate Investment Advisors (10)

NameRoleLocation
Benjamin Lewis
Benjamin Lewis
Senior Investment AnalystBoston, MA , United States
C
Christine Wright
Portfolio ManagerBoston, MA , United States
Hideyoshi Watanabe
Hideyoshi Watanabe
Investment AnalystBoston, MA , United States
Jake Kidder
Jake Kidder
Portfolio ManagerBoston, MA , United States
Jonathan Bentley
Jonathan Bentley
Senior Investment AnalystBoston, MA , United States
Kelsey Sullivan
Kelsey Sullivan
Senior Investment AnalystBoston, MA , United States
Louis Marchant
Louis Marchant
Senior Investment AnalystBoston, MA , United States
Malik Daley
Malik Daley
Investment AnalystBoston, MA , United States
Dennis Maier
Dennis Maier
Investment AnalystBoston, MA , United States
J
Jessica Welch
Portfolio ManagerMA , United States

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