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.
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.
The financial services media often call upon Louis to provide background and insights on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron’s, The Washington Post, FundFire, RIABiz, and OnWallStreet. In addition to an active social media presence, he was named “One of the Top Financial Advisor Recruiters You Should Know” by Business Insider, and regularly contributes to the Diamond Consultants blog.
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.