Luis Manuel Raposo
Fondateur chez Shorepoint Capital Partners LLC
Profil
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.
Postes actifs de Luis Manuel Raposo
| Sociétés | Poste | Début |
|---|---|---|
Shorepoint Capital Partners LLC
 Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Fondateur | 01/10/2009 |
Anciens postes connus de Luis Manuel Raposo
| Sociétés | Poste | Fin |
|---|---|---|
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Gestionnaire de Portefeuille-Actions | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Luis Manuel Raposo
| Suffolk University | Masters Business Admin |
| University of Massachusetts | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint Capital Partners LLC (Shorepoint) is an independent, SEC-registered investment advisor headquartered in Norwood, Massachusetts. The firm was founded by Timothy Vanech and Luis Raposo in 2009. Shorepoint provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans. | Finance |
