Louis Marchant

Louis Marchant

Analyst-Equity bei
Choate Investment Advisors LLC
Finance
Consumer Services

Profil

Mr. Louis R.
Marchant
is a Senior Investment Analyst at Choate Investment Advisors LLC.
As a Senior Investment Analyst he conducts quantitative and qualitative research and works with Portfolio Managers to source new ideas and assist in the development and delivery of personalized investment solutions for clients.
He also works with families to help determine strategic portfolio allocation and construction, optimal cash flow planning, and portfolio risk management to meet their near and long-term goals.
Prior to joining Choate Investment Advisors, Mr. Marchant worked at PricewaterhouseCoopers as a Senior Associate in the Transfer Pricing group, where he helped large multinational companies restructure their intercompany pricing policies to create optimal tax and operating structures in various industries.
He graduated with a BS in Finance and Economics from Bentley University.

Aktive Positionen von Louis Marchant

UnternehmenPositionBeginn
Analyst-Equity 01.05.2021

Ausbildung von Louis Marchant

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Beziehungen

30

Beziehungen ersten Grades

2

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Unternehmensverbindungen

Private Unternehmen2

Finance

Consumer Services

  1. Börse
  2. Insiders
  3. Louis Marchant