As President and Chief Executive Officer, Louis is responsible for the day-to-day management of the firm and executing its long-term strategic plan. His top priority is listening to our clients and understanding their wealth management needs.

Louis has over 20 years of wealth management experience, most recently as President of Asset Allocation Strategies at Cambridge Trust Company. Cambridge Trust acquired Wellesley Investment Partners where Louis served as President. Louis began his wealth management career at Goldman Sachs. In 2002, he joined Windward Investment Management as Principal and subsequently Managing Principal. Windward was acquired by the Charles Schwab Corporation in 2010.

Louis attended Dartmouth College where he pursued a double major in psychology and French literature. He received his Master’s in Education from Harvard University and a Master of Business Administration from Dartmouth’s Amos Tuck School. He is the author of Selling Your Business: The Transition from Entrepreneur to Investor (Wiley, 2004) and continues to enjoy research and writing.

Charitable & Community Involvement

Foundation for MetroWest – Former Board Member

Youth Tennis Foundation – Former Board Member

Roxbury Preparatory Charter School – Former Board Member

Personal Interests

When not in the office, Louis can be found with his family and Boykin spaniel, Vixen. He enjoys skiing and tennis and is a voracious reader.