Profil
Mr. Louis P.
Crosier was previously employed as a President & Chief Executive Officer by Boston Financial Management LLC, a President by Wellesley Investment Partners LLC, a Senior Vice President by Windhaven Investment Management, Inc., a Manager-Business Development by Cambridge Energy Research Associates, a Principal by The Goldman Sachs Group, Inc., an Executive Vice President by Wellesley Bancorp, Inc., and a Managing Principal by Windward Investment Management.
He received his undergraduate degree from Dartmouth College, a graduate degree from Harvard University and an MBA from Tuck School of Business at Dartmouth.
Anciens postes connus de Louis Pyle Crosier
| Sociétés | Poste | Fin |
|---|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance BFM structures each client's portfolio based upon the unique objectives and circumstances of the client. By identifying quality, undervalued stocks, they expect their portfolios to provide competitive returns over full market cycles. | Directeur Général | 01/11/2024 |
Wellesley Investment Partners LLC
Wellesley Investment Partners LLC Investment ManagersFinance Provides investment advice | President | 01/06/2020 |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Membre du Comité d'Investissement | 09/11/2010 |
| WELLESLEY BANCORP, INC. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Gestionnaire de Portefeuille-Actions | - |
Formation de Louis Pyle Crosier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. Investment Banks/BrokersFinance Provides investment banking, asset, wealth management and platform services | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance BFM structures each client's portfolio based upon the unique objectives and circumstances of the client. By identifying quality, undervalued stocks, they expect their portfolios to provide competitive returns over full market cycles. | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
Wellesley Bancorp, Inc.
Wellesley Bancorp, Inc. Regional BanksFinance Operates as a bank holding company, which through its subsidiary provides banking services | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Energy Research Associates
Cambridge Energy Research Associates Internet Software/ServicesTechnology Services Provides analysis of the energy industry and markets | Technology Services |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Windward's investment process is quantitative and highly disciplined. Each month they update and run market models using the most recent economic, market and behavioral data, including price levels, inflation and global interest rates. The models produce risk-adjusted expected returns for the firm's complete set of asset classes shown in their investment universe. They then adjust portfolio weightings to arrive at a construction that provides the highest expected return given a client's desired level of risk. The firm regularly includes gold, real estate and oil in their portfolios. | Finance |
Tuck School of Business at Dartmouth
Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellesley Investment Partners LLC
Wellesley Investment Partners LLC Investment ManagersFinance Provides investment advice | Finance |
















