Erin Kerr

ChoateIA - Portfolio Manager & Chief Compliance Officer

Erin Kerr is a portfolio manager and chief compliance officer at Choate Investment Advisors. She focuses on investment research and works closely with clients and Choate's Family Office Services Group to provide tailored solutions for their wealth management needs and investment goals. As chief compliance officer, Erin is responsible for developing and managing all compliance initiatives to ensure that ChoateIA and its employees are complying with relevant regulatory requirements and internal policies and procedures. She is a member of ChoateIA's Sustainable, Responsible and Impact Investing Committee, which identifies attractive investments that also provide a social and environmental benefit.

While attending business school, Erin worked in development at Boston University School of Law, specializing in cultivating long-term relationships with donor constituents.

Professional & Community Involvement

  • Member of the CFA Society Boston
  • Member of the Boston Security Analysts Society

Education & Credentials

Boston University
MBA, 2011, with honors
Beta Gamma Sigma
Finance and Strategy and Business Analysis
Questrom School of Business
Boston University
BA, 2005, magna cum laude
International Relations

Erin's Insights

Choate Family Office Podcast 11.25.2024

Year-End Charitable Giving with Donor Advised Funds (DAFs)

In this episode of Choate’s Family Office Podcast Series, Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth discuss year-end charitable giving with one of the most popular giving tools, Donor Advised Funds (DAFs), including an overview of what is considered year-end time sensitive and what is not.

Choate Family Office Podcast 10.23.2023

Utilizing ESG as Criteria in Investment Analysis

In this episode of the Family Office Services Podcast Series, Choate Investment Advisors’ Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance.

Announcements 11.05.2021

Choate Hosts "Fall Update: Pending Tax Changes and Timely Market Perspectives"

Choate recently hosted a discussion about the federal tax proposals currently under consideration, providing background and context on the infrastructure bills and the recently proposed framework for legislation, as well as the possible implications of these changes on individual taxes and the taxation of trusts.

Choate Family Office Podcast 08.16.2021

Effective Planning for Realizing Capital Gains

In this episode of Choate’s Family Office Podcast Series, Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.

Choate Family Office Podcast 04.08.2021

Investing in Bitcoin: Opportunities & Risks

Tamer Alamuddin and Erin Kerr of ChoateIA explore the broader landscape of blockchain and the basics of Bitcoin, including key advantages and risks for investors.

Choate Family Office Podcast 07.14.2020

Investing in Growth Companies during the COVID-19 Crisis

Erin Kerr of Choate Investment Advisors is joined by Kevin Seth of Edgewood Management to discuss Edgewood’s investment philosophy and process, the types of companies Edgewood believes will outperform in this environment, and how investors should approach the market now.