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
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.
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 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.
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.
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.