Todd Millay Managing Director, Choate Investment Advisors LLC (at time of writing) Todd Millay is the managing director of Choate Investment Advisors. In connection with overseeing the investment strategy and day-to-day operations of Choate Investment Advisors, the firm's registered investment advisor subsidiary, Millay works closely with Choate'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. Millay has 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.
TODD MILLAY | TUESDAY, 5 NOV 2013 Liquid "alternative" assets are an important component of the diversified portfolios we construct for our clients. In this paper, we describe the key attributes of liquid alternatives and explain how these asset classes provide opportunities ... Read more PAGE: 1 |
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Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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