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