- Lou also co-managed more than $300 million in institutional growth portfolios, analyzed stocks in the food and beverage, household product, and auto-related industries, and co-developed and co-managed a mid-cap fund for Shawmut National (now part of Bank of America).
INVESTMENT CONSULTING/ANALYSIS
- For Fidelity Management & Research Company (Fidelity Investments), Lou served as the Director of Fund Analysis and Research. Lou managed a group of analysts and performed analysis on many of Fidelity’s largest mutual funds. He also wrote white papers to support new product launches.
- As an Investment Consultant for CIGNA’s Retirement & Investment Services division, Lou consulted with corporate clients across the eastern half of the United States on their pension and 401(k) plans. He advised on asset allocation strategies, as well as evaluated and recommended mutual funds.
FINANCIAL PLANNING
- Lou created and managed the investment advisory units for two of the largest financial planning firms in the Boston area. Lou was the Chief Investment Officer and co-founder of one of the companies, a financial planning affiliate of an international law firm.
- For the other Boston area company, a public accounting and consulting firm, Lou was the Director of Investment Advisory Services. At both firms, Lou was responsible for evaluating and selecting the mutual funds and investment managers that were recommended to clients.
Lou's academic credentials and professional affiliations are equally impressive. He received an MBA in finance from The University of Chicago, one of the nation's premier MBA programs. Lou also obtained a BS magna cum laude from Northeastern University. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute, the Boston Security Analysts Society, the Boston Estate Planning Council, and the Financial Planning Association. Lou has completed course work in Boston University's Program for Financial Planners and successfully completed Ibbotson Associates' Advanced Asset Allocation Workshop.
Lou has been a member of Fidelity Institutional Wealth Services’ Advisor Council, a select group of advisors that provides feedback to Fidelity on its current and contemplated products and services. From 2007 – 2009, Lou served as President of the American Association of Individual Investors Boston chapter, a nonprofit organization devoted to the education of investors, and continues to serve on its board today. From 1997 – 2009, Lou was on the Board of Directors for Cooperative Elder Services, a nonprofit daycare program for seniors. Lou is a member of the Lexington, Massachusetts Chamber of Commerce.
Lou has had investment articles published and has appeared on television. He has also taught financial planning courses in Salem State College's Community Enrichment Program and frequently speaks to professional and community groups.
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