![Erin E. Kerr](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Erin E. Kerr
Compliance Officer chez
Choate Investment Advisors LLC
Profil
Ms. Erin E.
Kerr, CFA MBA, is a Portfolio Manager & Chief Compliance Officer at Choate Investment Advisors LLC.
As a Portfolio Manager, she focuses on investment research and works closely with clients and the Wealth Management Group to provide tailored solutions for their wealth management needs and investment goals.
As Chief Compliance Officer, she is responsible for developing and managing all compliance initiatives to ensure that the Choate Investment Advisors and its employees are complying with relevant regulatory requirements and internal policies and procedures.
She is also a member of Choate Investment Advisors’ Sustainable, Responsible and Impact Investing Committee, which identifies attractive investments that also provide a social and environmental benefit.
Ms. Kerr received her BA degree from Boston University and an MBA from Boston University.
She is a CFA charter holder and is a member of the Boston Security Analysts Society.
Postes actifs de Erin E. Kerr
| Sociétés | Poste | Début |
|---|---|---|
Choate Investment Advisors LLC
 Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Compliance Officer | 01/11/2011 |
Formation de Erin E. Kerr
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
