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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choate Investment Advisors | Senior Investment Analyst | Oct 2023 to Present | — |
| Lowell, Blake & Associates | Portfolio Manager and Research Associate | Jan 2020 to Oct 2023 | — |
| Boston Private Wealth | Portfolio Advisor | May 2018 to Jan 2020 | — |
| Brown Brothers Harriman | Operations Specialist | Jan 2015 to May 2018 | — |
| Brown Brothers Harriman | ASL Database Consultant | Dec 2014 to Jan 2015 | — |
Education
Colby College
Bachelor of Arts (BA), Biology/Biological Sciences, General | Classical Civilizations
2010 — 2014
Skills & Expertise
Others at Choate Investment Advisors (10)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Ashland, MA , United States | |
C Christine Wright | Portfolio Manager | Boston, MA , United States |
| Investment Analyst | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
J Jessica Welch | Portfolio Manager | MA , United States |
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| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |