Reed Choate

Reed Choate is a Partner and Portfolio Manager at Neville, Rodie & Shaw, Inc. in New York, NY, where he oversees customized equity and fixed income portfolios for high net worth individuals, foundations, trusts, and not-for-profit organizations. His responsibilities include direct management of client assets and tailoring investment strategies to meet the specific objectives of sophisticated and institutional clients, with a focus on both growth and capital preservation across multiple asset classes.

Before joining Neville, Rodie & Shaw in 2011, Reed Choate spent over a decade at BNY Mellon Wealth Management as a Senior Portfolio Manager. At BNY Mellon, he managed $275 million in assets for individuals and foundations, gaining significant expertise in portfolio construction and risk management for diversified, long-only mandates. His sector coverage and experience span U.S. equities, global markets, and a broad spectrum of fixed income instruments.

Reed Choate holds a degree from Stetson University and has also studied at Hong Kong Baptist University. He has been recognized in respected financial publications such as The Wall Street Journal and Barron’s and has appeared on Fox Business News, contributing to public discussions on asset management and wealth advisory best practices. He has served on the boards of charitable organizations, further reflecting his commitment to both professional excellence and community service.