Tamer Alamuddin, CFA

ChoateIA - Managing Director

Tamer Alamuddin is the Managing Director of Choate Investment Advisors. He 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. Tamer is a member of ChoateIA's Sustainable, Responsible and Impact Investing Committee, which identifies attractive investments that also provide a social and environmental benefit.

Prior to joining Choate, Tamer was an analyst and portfolio manager at Osprey Partners, investing on behalf of major institutional clients.  Tamer has also worked as a sector-specific analyst at hedge fund Akasha Capital and co-founded the long/short equity fund Tara Hill Capital. He has extensive analytic experience having worked as an analyst at Off Wall Street Research and as a consultant in the Boston office of McKinsey & Company. 

Education & Credentials

University of Virginia
MBA, 2000
Darden Graduate School of Business Administration
Dartmouth College
BA, 1993
Environmental Studies

Tamer's Insights

Publications 10.10.2023

Massachusetts Tax Relief Bill Signed Into Law

On October 4, 2023, Governor Maura Healey signed into law “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.”  The Act makes key tax changes to the Massachusetts estate tax and short-term capital gains, and closes the "millionaires tax" loophole for married couples, in addition to other provisions.

Choate Family Office Podcast 05.23.2023

Investment Implications of the Current Debt Ceiling Negotiations

In this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.

Choate Family Office Podcast 03.21.2023

Safe Assets During 2023 Bank Turmoil

In this episode of the Family Office Podcast Series, Managing Director, Tamer Alamuddin, and Senior Portfolio Manager, Henry Dormitzer, of Choate Investment Advisors discuss safe assets in light of the recent volatility in the banking sector.

Publications 12.07.2022

Understanding the New Massachusetts Millionaires Tax

The new “Massachusetts Millionaires Tax” goes into effect on January 1, 2023 and will impose a 4% surtax, in addition to the 5% flat income tax, on those who domicile or reside in Massachusetts and earn over $1 million annually.

Publications 09.09.2022

Search Funds Beware: Strategies for Avoiding PFIC Adverse Tax Consequences

Because Search Funds seek to invest in active businesses, searchers and their US investors are often surprised to learn that they may be subject to the Passive Foreign Investment Company (“PFIC”) rules for US federal income tax purposes.

Choate Family Office Podcast 03.15.2022

Economic Impact of Russia-Ukraine Conflict

Choate Investment Advisors’ managing director, Tamer Alamuddin, and senior investment analyst, Harrison Odaniell, discuss the global economic consequences that are unfolding as a result of Russia’s invasion of Ukraine.

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