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Profil
Mr. Paul J.
DiLouie, CFA MBA, is a Principal at Christian Brothers Investment Services, Inc. He joined CBIS in 2007.
He is responsible for building and servicing participant relationships in the Eastern region.
Prior to joining CBIS, Mr. DiLouie spent the majority of his 20 year investment career as a senior portfolio manager for high-net-worth clients and not-for-profit institutions.
In addition, he has held positions in equity analysis, mutual fund management, client service, and business development.
His previous employers include Wells Fargo and Bank of America.
Mr. DiLouie holds a B.S.
in Business Administration from The College of New Jersey and an MBA from Drexel University.
He is a CFA charterholder and is a Certified Financial Planner licensee.
Mr. DiLouie also served as a Trustee for the Brookdale Community College Foundation.
His FINRA registrations include Series 7 and 63.
Anciens postes connus de Paul J. DiLouie
| Sociétés | Poste | Fin |
|---|---|---|
Christian Brothers Investment Services, Inc.
 Christian Brothers Investment Services, Inc. Investment ManagersFinance CBIS aims to deliver highly competitive risk-adjusted investment returns in a manner consistent with the moral and social teachings of the Catholic Church. The firm’s investment process consists of 1) manager identification, 2) portfolio construction, and 3) ongoing due diligence. They seek out managers with a clearly identified core competency, who demonstrate a credible, repeatable investment process that has produced superior results over a complete market cycle. CBIS strives to combine managers in order to diversify alpha sources in seeking to improve risk-adjusted returns. | Corporate Officer/Principal | 30/04/2012 |
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Analyst-Equity | 31/03/2008 |
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | - |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate | Corporate Officer/Principal | - |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Directeur/Membre du Conseil | - |
Formation de Paul J. DiLouie
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Finance |
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Finance |
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Wells Fargo Investments manages separate client-focused equity and fixed-income portfolios for their clients, as well as mutual funds and ETFs. The firm tends to invest in the stocks of companies in the energy minerals, healthcare technology, electronic technology, technology services and finance sectors. They invest globally, across all market-caps. Wells Fargo Investments maintains a high turnover rate | Finance |
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of New Jersey
 The College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Christian Brothers Investment Services, Inc.
Christian Brothers Investment Services, Inc. Investment ManagersFinance CBIS aims to deliver highly competitive risk-adjusted investment returns in a manner consistent with the moral and social teachings of the Catholic Church. The firm’s investment process consists of 1) manager identification, 2) portfolio construction, and 3) ongoing due diligence. They seek out managers with a clearly identified core competency, who demonstrate a credible, repeatable investment process that has produced superior results over a complete market cycle. CBIS strives to combine managers in order to diversify alpha sources in seeking to improve risk-adjusted returns. | Finance |
