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About
Jake Kidder is a Portfolio Manager at Choate Investment Advisors, based in Boston, MA, where he plays a key role in developing and managing customized investment solutions for clients. He works closely with the firm’s trustees, tax preparers, and trusts and estates advisors, contributing to integrated wealth management strategies. As a member of the investment committee, Jake focuses his research and analysis on fixed income and U.S. equities, helping to shape the firm’s investment approach and portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choate Wealth | Portfolio Manager | Oct 2021 to Present | — |
| Foster Dykema Cabot & Partners | Portfolio Manager | Mar 2020 to Oct 2021 | — |
| Wellington Management | Investment Specialist | Jun 2016 to Mar 2020 | — |
| Choate Investment Advisors | Portfolio Manager | Sep 2013 to Aug 2014 | — |
| Choate Investment Advisors | Investment Analyst | Jun 2008 to Sep 2013 | — |
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Endicott College
BS, Finance
Skills & Expertise
Microsoft Office
Microsoft Word
Due Diligence
Investments
Bloomberg
Microsoft Excel
PowerPoint
Bonds
Fixed Income
Retirement Planning
Equities
Mutual Funds
Outlook
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 |
 | 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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| Name | Role | Fund | Location |
|---|---|---|---|
 | 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 |
