Luis Manuel Raposo

Mr. Luis M.
Raposo, CFA MBA, is a Managing Director, Co-Founder & CIO at Shorepoint Capital Partners LLC.
He co-founded the firm in 2009.
He over 30 years of financial services experience and extensive institutional investment management, and research and client management experience.
As Chief Investment Officer, he oversees our in-house research and investment management process, works with individuals and families to develop goals-based wealth management plans, and manages customized capital appreciation and dividend growth investment strategies.
He also manages private income investments for accredited investors and qualified clients.
In addition, He advises business owners, foundations and endowments, and corporate and nonprofit clients on their 401(k), defined benefit and other retirement plans.
As a portfolio manager at Choate Investment Advisors, he managed $400 million in client assets, as well as the firm’s core equity model.
Prior to that, he was Vice President, Portfolio Manager and Director of Equity Research, and lead manager for Gannett, Welsh and Kotlers’ Large-Cap Growth Strategy and the GWK Large-Cap Growth Fund.
He also served as Director, Equity Research, for Fidelity Investments’ investment advisory affiliate, where he performed fundamental equity research and managed a large-cap growth portfolio.
He has been recognized as a Five Star Wealth Manager by Boston Magazine and Five Star Professional for five consecutive years.
Mr. Raposo earned an MBA from Suffolk University and a bachelor's degree from the University of Massachusetts.
He is a CFA charter holder and a member of the CFA Institute and the Boston Security Analysts Society.