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Biography

Lou is a Partner in the Los Angeles office. He has more than 30 years of experience in the investment industry. He helps clients define their personal vision and achieve their life goals through a combination of wealth planning and strategic investing, including asset allocation, portfolio design and ongoing investment management. His expertise encompasses alternative investments and ESG (Environmental, Social, Governance) investing.

Prior to joining Cerity Partners, Lou was a Senior Vice President and Portfolio Manager with Covington Capital Management. He was a Principal at the firm and led its’ alternative investment offering. He previously served as Chief Investment Officer at First Foundation Advisors. He has also held positions as Senior Portfolio Manager at U.S. Trust, Wells Fargo Private Bank, and Engemann Asset Management. Lou began his career as an analyst at the investment consulting firm, Wilshire Associates.

Lou is passionate about cycling, martial arts, traveling, art, food and wine, and spending time with his family.

Education

  • B.A. in Economics, Provost Honors, from University of California, San Diego
  • MBA in International Finance, with Honors, from the Anderson School, University of California, Los Angeles
  • Executive Program in Investment Management from Stanford University
  • Executive Leadership Program, with Distinction, from the University of Oxford, Saïd Business School

Highlights

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Member of the BlackRock RIA Advisory Council
  • Ambassador, Professional Child Development Associates
  • Former Finance Chair and Board Member, USC Pacific Asia Museum
  • Former Board Member, Southwest Chamber Music

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.