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
| Unternehmen | Position | Beginn |
|---|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Analyst-Equity | 01.05.2021 |
Ausbildung von Louis Marchant
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Finance |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















