Louis Marchant

Analyst-Equity chez Choate Investment Advisors LLC

Profil

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.

Postes actifs de Louis Marchant

Sociétés	Poste	Début
Choate Investment Advisors LLC	Analyst-Equity	01/05/2021

Formation de Louis Marchant

Bentley University

Undergraduate Degree