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About
Hideyoshi D. Watanabe is an Investment Analyst at Choate Investment Advisors in Boston, MA, where he is responsible for implementing investment ideas and strategies into client portfolios. He works closely with the firm's portfolio management team, contributing to asset allocation, investment research, and the construction of diversified client portfolios. While specific sector and asset class coverage are not detailed in public sources, his responsibilities include analyzing both public and private market opportunities as highlighted through his participation in firm-wide investment discussions and client-focused communications.
Watanabe’s professional background encompasses more than a decade at Choate, having advanced from an Operations Analyst at Choate, Hall & Stewart LLP to his current analyst role at Choate Investment Advisors. In addition to his core investment experience, he has also held educational roles as a Sculling and Rowing Instructor at Boston University, reflecting strong communication and instructional abilities.
He holds a BSBA in Finance and Entrepreneurship from the Questrom School of Business at Boston University, as well as earlier degrees from UMass Boston and Boston Latin School. Watanabe further demonstrates commitment to his professional development by successfully passing the CFA Level II examination and actively engaging with clients through educational outreach such as podcasts and seminars.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choate Investment Advisors | Investment Analyst | Apr 2014 to Present | · Lead fund manager research process across fund types, strategies, styles and markets. · Identify and recommend optimal strategies based on current market environment and asset class idiosyncrasies. ... |
| Choate, Hall & Stewart LLP | Operations Analyst | May 2011 to Apr 2014 | · Assist 20+ Trust Advisors and Portfolio Managers with tasks which include sending wires (both foreign and domestic), check deposits, ACH Payments, account terminations, and raising cash via trade ex... |
| Boston University | Sculling and Rowing Instructor | Jun 2009 to Apr 2012 | · Taught and coached beginner and experienced rowers how to row. · Conducted drills and workouts for rowers to sharpen their skills. · Provided sufficient level of proficiency for the rowers to conduc... |
| State Street | Associate | Oct 2010 to May 2011 | · Fund accounting in Non-Resident Tax department |
| Choate, Hall, and Stewart | Record and Conflicts Analyst | Apr 2005 to Sep 2007 | · Ensured documents were filed safely during a move to a new location on a team of seven · Reorganized and instituted a new system for filing documents in the Intellectual Property Department in the l... |
| U.S. Army | Infantry Team Leader | Jul 2001 to Feb 2005 | · Trained team of four in many realistic field exercises to prepare for combat for a deployment of a year. · Deployed as a Team Leader to Iraq for continuous combat operations for one year. · Ensured ... |
Education
Questrom School of Business, Boston University
BSBA, Finance, Entrepreneurship
2007 — 2010
UMass Boston
General Studies
2005 — 2007
Boston Latin School
1997 — 2001
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 |
| 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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