Choate Investment Advisors is a leading wealth management firm based in Boston. With over $6 billion in assets, ChoateIA provides integrated, independent investment advice to individuals and institutions. As an Investment Analyst and member of the Firm's Investment Committee, I provide direct analytical support for our investment models, with specific focus on Commodities, Real Estate, Frontier Markets and Socially Responsible Investing. I am also responsible for a portfolio of client accounts and related relationship management and communication.

Newly created position to cultivate alumni relationships and re-engineer long-term programming strategy for the growing Law Development & Alumni Relations Office, which serves an alumni population of 22,000. • Initiate and develop engagement strategy for growing alumni support during inaugural campaign; analyze market segments to increase business intelligence used in planning all alumni programming for the Law School.• Proactively identify alumni capacity and cultivate leadership amongst alumni constituents through the management of our Executive Committee and introduction of the Young Alumni Council alumni boards.

Newly created position to manage alumni relationships and execute non-fundraising programs for the Law Development & Alumni Relations Office, which serves an alumni population of 22,000. • Facilitated the three largest fundraising years ($1m +) in the School’s history by growing alumni participation to a record 32% through implementing and marketing the School’s first online alumni community.• Contributed to over $12 million in campaign capital raised through identifying and engaging high-level alumni and increasing event activity by 36%.• Accomplished a 300% increase in alumni registrations and a $12,500 cost savings by initiating and coordinating activities of a database merger project. Obtained buy-in through influencing 13 departments, presenting to and gaining acceptance from top leadership.

Supervised student workers in the execution of all university-wide alumni events nationwide.• Analyzed target fundraising market segments and developed and maintained a new event database system to consolidate and capitalize on the 150+ events executed annually by the Regional Alumni Relations team.• Prepared executive briefing materials and post-event reports as manager for all University alumni event support, including on-site event management.• Developed training manual for student employees outlining office work-flow processes and procedures.