Kelsey Sullivan

Kelsey Sullivan is a Senior Investment Analyst at Choate Investment Advisors in Boston, MA, where she conducts both quantitative and qualitative research to support the firm's investment strategies. In her current role, she collaborates closely with senior portfolio managers to analyze market trends, evaluate new investment opportunities, and contribute to portfolio construction across multiple asset classes, with a primary focus on equities and client-specific portfolios.

Prior to joining Choate Investment Advisors, Kelsey served as an Equity Associate at Putnam Investments, where she was responsible for equity analysis and supporting portfolio managers in the evaluation of public equities. Before that, she was a Client Relationship Specialist at Capital Group Private Client Services, developing expertise in client service and investment operations in the private wealth management sector. Her background demonstrates a strong foundation in equity research, client servicing, and portfolio support.

Kelsey holds a Bachelor of Business Administration in Finance from Villanova University and has additional academic experience in international business and Spanish through her studies in Seville, Spain. She is known for her analytical rigor and cross-market research capabilities, and she regularly contributes insights to Choate’s investment process, helping clients navigate the complexities of public and private markets.