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Profil
Mr. Louie DiPalma, CFA MBA, is a Research Analyst at William Blair & Co. LLC.
He joined William Blair in February 2010.
Before his promotion in January 2018, he spent eight years as an associate covering the internet infrastructure and communication services industries.
Mr. DiPalma was previously employed as a Research Associate by Thomas Weisel Partners LLC and an Analyst by Braver Wealth Management LLC.
Mr. DiPalma earned a B.A. in chemistry with a minor concentration in computer sciences at Providence College and an MBA with a concentration in finance from Kellogg School of Management at Northwestern University.
Postes actifs de Louie DiPalma
| Sociétés | Poste | Début |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/02/2010 |
Anciens postes connus de Louie DiPalma
| Sociétés | Poste | Fin |
|---|---|---|
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/01/2010 |
Braver Wealth Management LLC
 Braver Wealth Management LLC Investment ManagersFinance Braver Wealth Management utilizes a disciplined, risk-controlled investment approach that seeks to maintain capital even in down markets. The firm's tactical wealth preservation strategies employ active risk management techniques designed to generate attractive returns at greatly reduced risk. These strategies are appropriate for investors who cannot afford or do not wish to accept the short-term risk associated with buy and hold investments, yet still seek growth in their portfolio. Braver Wealth's programs have three important objectives: avoidance of significant market declines; performance in line with appropriate market benchmarks; and consistency of returns. Braver's tactical wealth preservation strategies include: Tactical Equity Opportunity; Tactical High Yield Bond; Strategic Portfolio; Tactical Balanced/Tactical Allocation; and Tactical Equity Sector Rotation. Braver's traditional investment strategies are their long-term approach to investing. These fully-invested, prudently diversified portfolios hold varying combinations of global stocks, global bonds, commodities and alternative assets. These portfolio are subject to market fluctuations given the philosophy of remaining fully-invested over the long-term. Braver seeks to reduce this risk through diversification by including asset classes and market segments with low correlation in varying proportions. Portfolios are primarily implemented through the use of ETFs supplemented with no-load mutual funds to gain exposure to commodity and alternative investments. Braver's traditional investment strategies include: Asset Allocation Growth; Asset Allocation Moderate; Asset Allocation Conservative; and Dividend Income. | Corporate Officer/Principal | - |
Formation de Louie DiPalma
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Braver Wealth Management LLC
Braver Wealth Management LLC Investment ManagersFinance Braver Wealth Management utilizes a disciplined, risk-controlled investment approach that seeks to maintain capital even in down markets. The firm's tactical wealth preservation strategies employ active risk management techniques designed to generate attractive returns at greatly reduced risk. These strategies are appropriate for investors who cannot afford or do not wish to accept the short-term risk associated with buy and hold investments, yet still seek growth in their portfolio. Braver Wealth's programs have three important objectives: avoidance of significant market declines; performance in line with appropriate market benchmarks; and consistency of returns. Braver's tactical wealth preservation strategies include: Tactical Equity Opportunity; Tactical High Yield Bond; Strategic Portfolio; Tactical Balanced/Tactical Allocation; and Tactical Equity Sector Rotation. Braver's traditional investment strategies are their long-term approach to investing. These fully-invested, prudently diversified portfolios hold varying combinations of global stocks, global bonds, commodities and alternative assets. These portfolio are subject to market fluctuations given the philosophy of remaining fully-invested over the long-term. Braver seeks to reduce this risk through diversification by including asset classes and market segments with low correlation in varying proportions. Portfolios are primarily implemented through the use of ETFs supplemented with no-load mutual funds to gain exposure to commodity and alternative investments. Braver's traditional investment strategies include: Asset Allocation Growth; Asset Allocation Moderate; Asset Allocation Conservative; and Dividend Income. | Finance |
