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
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.
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.
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.
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.