![Louis Marchant](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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
 Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Analyst-Equity | 01/05/2021 |
Formation de Louis Marchant
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Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
27
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Choate Investment Advisors LLC
Choate Investment Advisors LLC Investment ManagersFinance ChoateIA develops a customized, integrated investment plan to deliver strong results consistent with the client’s objectives and a defined level of risk. The firm integrates environmental, social and governance (ESG) factors into the investment decision making process as appropriate in light of the client account. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
