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Dennis Maier

Dennis Maier

Investment Analyst at Choate Investment Advisors

Boston, MA , United States

About

Dennis Maier is a Senior Investment Analyst at Choate Investment Advisors in Boston, MA, where he is responsible for investment research, portfolio analysis, and supporting integrated investment strategies for high-net-worth clients and families. He specializes in public and private market investments, including equities, fixed income, and alternative asset classes, with a particular focus on tailored portfolio solutions that align with client objectives in complex investment environments.

Prior to joining Choate Investment Advisors, Dennis worked at Credit Suisse as an Investment Banking Capital Markets Analyst, where he developed expertise in debt capital markets, securities law, and capital raising processes for institutional clients. His roles included analyzing deal structures and market opportunities for corporate finance transactions, as well as conducting due diligence within capital markets. These experiences have enriched his analytical rigor and understanding of capital flows across asset classes relevant to private wealth and institutional mandates.

Dennis holds a Bachelor of Science in Business Administration/Economics with a Math minor from Skidmore College and a Bachelor of Science in Banking, Corporate, Finance, and Securities Law from New York University. His educational background, paired with hands-on experience in investment banking and advisory, has equipped him with deep expertise in financial modeling, risk management, and cross-sector investment analysis, making him a valuable contributor to Choate Investment Advisors' investment management and strategy teams.

Career History

OrganizationRoleDate RangeDetails
Choate Investment AdvisorsInvestment AnalystJul 2021 to Present
Credit SuisseInvestment Banking Capital Markets AnalystJun 2019 to Jul 2021
Credit SuisseDebt Capital Markets Summer AnalystJun 2018 to Aug 2018
Ayco, a Goldman Sachs CompanyFamily Office InternOct 2017 to May 2018
Skidmore-Saratoga Consulting Partnership (SSCP)ConsultantSep 2017 to Dec 2017
- Working with Saratoga National Bank and Trust Company (https://www.saratoganational.com) - Nominated and selected by faculty in the Management & Business Department to work in Skidmore's highly sele...
UniCreditEquity Capital Markets Summer AnalystMay 2017 to Sep 2017

Education

Skidmore College

Bachelor of Science (B.S.), Business Administration/Economics Double Major, Math Minor

2015 2019

New York University

Bachelor of Science - BS, Banking, Corporate, Finance, and Securities Law

2018 2018

Northfield Mount Hermon School

2010 2013

Skills & Expertise

Microsoft Excel
Microsoft Word
Public Speaking
Teamwork
Social Media
Time Management
Leadership
Linear Algebra
Multivariable Calculus
Problem Solving

Others at Choate Investment Advisors (10)

NameRoleLocation
Alison Svizzero
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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
J
Jessica Welch
Portfolio ManagerMA , United States

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