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Benjamin Lewis

Benjamin Lewis

Senior Investment Analyst at Choate Investment Advisors

Boston, MA , United States

About

Benjamin Lewis is a Senior Investment Analyst at Choate Investment Advisors in Boston, MA, where he collaborates closely with Portfolio Managers to source new investment ideas and conduct fundamental analysis. His role involves evaluating opportunities and providing analytical support on asset allocation, particularly focused on public and private markets, as well as cross-asset investment strategies tailored to client objectives.

Benjamin brings significant experience from prior roles as Portfolio Manager and Research Associate at Lowell, Blake & Associates and as Portfolio Advisor at Boston Private Wealth. Throughout his career, he has developed expertise in equity analysis, portfolio construction, and client advisory, with a focus on multi-asset portfolios and investments in diversified sectors including equities, fixed income, and alternative assets.

He holds a Bachelor of Arts in Biology and Classical Civilizations from Colby College, supporting a well-rounded analytical approach in his financial work. Benjamin is recognized for his commitment to rigorous research and contribution to customized investment solutions, helping clients navigate complex markets with tailored recommendations.

Career History

OrganizationRoleDate RangeDetails
Choate Investment AdvisorsSenior Investment AnalystOct 2023 to Present
Lowell, Blake & AssociatesPortfolio Manager and Research AssociateJan 2020 to Oct 2023
Boston Private WealthPortfolio AdvisorMay 2018 to Jan 2020
Brown Brothers HarrimanOperations SpecialistJan 2015 to May 2018
Brown Brothers HarrimanASL Database ConsultantDec 2014 to Jan 2015

Education

Colby College

Bachelor of Arts (BA), Biology/Biological Sciences, General | Classical Civilizations

2010 2014

Skills & Expertise

Microsoft Office
Stata
Data Analysis
Research
Organization
Spanish Speaking
Financial Accounting

Others at Choate Investment Advisors (10)

NameRoleLocation
Alison Svizzero
Alison Svizzero
Portfolio ManagerAshland, 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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