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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choate Investment Advisors | Investment Analyst | Jul 2021 to Present | — |
| Credit Suisse | Investment Banking Capital Markets Analyst | Jun 2019 to Jul 2021 | — |
| Credit Suisse | Debt Capital Markets Summer Analyst | Jun 2018 to Aug 2018 | — |
| Ayco, a Goldman Sachs Company | Family Office Intern | Oct 2017 to May 2018 | — |
| Skidmore-Saratoga Consulting Partnership (SSCP) | Consultant | Sep 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... |
| UniCredit | Equity Capital Markets Summer Analyst | May 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
Others at Choate Investment Advisors (10)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Ashland, MA , United States | |
| Senior Investment Analyst | Boston, 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 | |
J Jessica Welch | Portfolio Manager | MA , United States |
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