- Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?
- Realistic Measures: Identifying What’s Portable and What’s Not
- The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023
- Private Bankers Considering Change: What You Need to Know
- The Gears of Change: How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before
- Looking Forward to 2022: 8 Emerging Trends That Have the Power to Transform Wealth Management—Again
Someone who “looks at every angle from a strategic perspective.”
Sophisticated advisors and business owners alike trust Louis when seeking counsel and clarity on the next phase in their careers, the ever-changing industry landscape, inorganic growth, or launching independent businesses.
He has guided many of the top teams in the industry as they’ve transitioned to another employee-model firm or launched RIA firms. And as a next generation leader for Diamond Consultants, Louis has a first-hand understanding of the needs and requirements of complex multi-generational teams.
His strong business acumen, refined analytical skills, and objectivity allow him to advise independent business owners who want to accelerate growth via mergers, acquisitions, and recruiting.
As President of Diamond Consultants, Louis is responsible for the day-to-day operations of the firm, with an eye toward future growth. Much like the advisors he counsels, his focus remains on providing the best advice possible for those we work with while transforming the firm into a scalable enterprise.
After graduating magna cum laude with a BBA degree in Finance and International Business from George Washington University, Louis began his career with some of the biggest names in the financial services industry. Working as a consultant at Ernst & Young, and in wealth management at Morgan Stanley and UBS, prepared him to understand the financial world from a client’s perspective.
Louis is an author and contributor to the financial services media on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron’s, The Washington Post, WealthManagement.com, FundFire, RIABiz, ThinkAdvisor, Citywire and OnWallStreet. In addition to being active on social media and writing for the Diamond Consultants article library, he also co-hosts our podcast for financial advisors, Mindy Diamond on Independence.
Louis was recently named “One of the Top Financial Advisor Recruiters You Should Know” by Business Insider.
In his free time, Louis enjoys travel, spending time with family and friends, exploring his favorite city in the world, New York, and especially supporting his favorite teams: the Yankees and Giants.