Louis Marchant
Analyst-Equity at Choate Investment Advisors LLC
Profile
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.
Louis Marchant active positions
Companies | Position | Start |
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Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Analyst-Equity | 30/04/2021 |
Training of Louis Marchant
Bentley University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance Founded in 1997, Choate Investment Advisors LLC is a registered investment advisor located in Boston. The firm is a subsidiary of Choate, Hall & Stewart LLP. They provide comprehensive, integrated wealth management services primarily to high net-worth individuals. | Finance |
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