As the senior member of the group, Lou is primarily responsible for planning strategies and investment management.
Lou began his career in financial services in 1982 in White Plains, New York as a Financial Advisor. In 1986, Lou moved into the management ranks, and during his 30+ years of industry experience held a number of senior positions where he acquired a deep understanding of the industry from a variety of perspectives. Lou worked on Wall Street as the National Sales Manager of a New York national brokerage firm, was Senior Vice President of a Baltimore-based regional brokerage firm where he led sales and marketing, and was an Executive Vice President of a nationally recognized mutual fund company based in Rockville, MD.
Lou returned to his passion of working directly with clients in 2003. He advises affluent/high net worth individuals, families and foundations. He is the Branch Director of the RBC Wealth Management office in Columbia and is a member of RBC’s prestigious Director’s Council. In 2013, he was promoted to Senior Portfolio Manager in the RBC Portfolio Focus program, the firm’s discretionary management platform.