Managing Wealth Globally Across Asset Classes - Todd Millay - Choate Investment Advisors

General Investing >> Money Manager Interviews >> August 22, 2011

Todd M. 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, the firm’s registered investment adviser subsidiary, Mr. Millay works closely with Choate’s wealth management team. Before joining the firm, he was a Partner at CCC Alliance, a consortium of family offices. During this time, Mr. Millay 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 at the University of Pennsylvania. As a Consultant in the Boston and Madrid offices of McKinsey & Company for five years, Mr. Millay specialized in serving financial institutions. 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. Mr. Millay received one of Financial Planning magazine’s 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: Last time we talked, you said Choate offers all the elements you would expect to find in a family office, typically only available to people with hundreds of millions of dollars, but because of

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Managing Wealth Globally Across Asset Classes – Todd Millay – Choate Investment Advisors

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