Asset Allocation Investing - Todd Millay - Choat Investment Advisors, Llc

General Investing >> Money Manager Interviews >> July 13, 2009

Todd Millay is the Managing Director of Choate Investment Advisors LLC. In connection with overseeing the investment strategy and day-to-day operations of Choate Investment Advisors LLC, he works closely with Choate Hall & Stewart LLP’s wealth management team of lawyers, tax preparers and trusts and estates administrators to provide clients with objective, integrated solutions to their wealth management needs. Choate Investment Advisors LLC is the registered investment adviser subsidiary of Choate, Hall & Stewart LLP Prior to joining the firm, Mr. Millay was a partner at CCC Alliance, a consortium of family offices, where he was responsible for managing alliances, leading strategic projects and delivering member services. During this time, he also served as the founding Executive Director of the Wharton Global Family Alliance, the research center on family wealth and family business at the Wharton School. As consultant in the Boston and Madrid offices of McKinsey & Company for five years, Mr. Millay specialized in serving financial institutions. During his tenure at McKinsey & Company, he worked with senior management at major financial services companies in both the United States and Europe, providing strategic advice on a range of investment opportunities and operational improvements. After graduating from Yale Law School, he served as Managing Clerk for the Honorable Sandra L. Lynch on the U.S. Court of Appeals for the First Circuit. He received one of Financial Planning magazine’s prestigious Influencer Awards in the wealth creator category in 2011, and was chosen as one of 40 emerging business leaders for the Boston Business Journal’s 2008 “40 Under 40” award. He is a frequent speaker at investment conferences and has written for various publications on business and investing. Profile

TWST: Would you start with an overview of Choate Investment Advisors and your

investment philosophy?

Mr. Millay: Choate Investment Advisors is an independent wealth management firm.

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Asset Allocation Investing – Todd Millay – Choat Investment Advisors, Llc

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