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 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.

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 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 06.08.2020

Investing in Small Cap Companies

Tamer Alamuddin of Choate Investment Advisors and Jim Robillard of Spyglass Capital Management discuss the criteria for investing in small capitalization companies, Spyglass’ seven-point investment philosophy, and the need for an agile portfolio to navigate the current COVID-19 crisis.