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Lou Gloria, Email & Phone Number
Co-Founder, Managing Director
at
Procyon
1 work email found
@procyonpartners.net
3 phones found area 203, 201, and 212
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Co-Founder, Managing Director
Location
Shelton, Connecticut, United States
Company size
Who is Lou Gloria,? Overview
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Quick answer
Lou Gloria, is listed as Co-Founder, Managing Director at Procyon, a company with 9 employees, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at procyonpartners.net, phone signal with area code 203, 201, 212, and a matched LinkedIn profile for Lou Gloria,.
Lou Gloria, previously worked as Managing Director at Procyon Partners and The FDG Institutional Consulting Group at Ubs Wealth Management. Lou Gloria, holds Bachelor Of Science, Finance from University Of South Carolina - The Moore School Of Business.
Company email context
Email format at Procyon
This section adds company-level context without repeating Lou Gloria,'s masked contact details.
{first_initial}{last}@procyonpartners.net
86% confidence
AeroLeads found 1 current-domain work email signal for Lou Gloria,. Compare company email patterns before reaching out.
Profile bio
About Lou Gloria,
Lou has been dedicated to developing retirement planning strategies for a diverse range of private clients and providing consulting services to retirement plans since 2001. His expertise lies in working with business owners, medical professionals, and executives, helping them simplify their financial lives by creating customized solutions that align with their unique goals and aspirations. At Procyon, Lou also takes charge of overseeing the private client service experience, ensuring it exceeds clients' expectations and addresses their current and future needs.Before co-founding Procyon, Lou gained valuable experience at UBS as a member of the FDG Group, as well as at Merrill Lynch. Prior to entering the financial services industry, Lou pursued a professional tennis career for six years. He holds a B.S. degree in Finance, which he earned from the University of South Carolina.Outside of work, Lou resides in Orange, CT, with his wife and two children. He has always had a passion for sports and enjoyed a six year career on the professional tennis tour. He also finds pleasure in gardening in his spare time.Lou can be reached at lgloria@procyonpartners.net or 203-606-9695Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.procyonpartners.net.
Current workplace
Lou Gloria,'s current company
Company context helps verify the profile and gives searchers a useful next step.
Procyon
5 roles
Lou Gloria, work experience
A career timeline built from the work history available for this profile.
Managing Director
CurrentProcyon Partners made their move to independence in June of 2017, becoming an independent, employee-owned financial advisory firm registered with the SEC. The move to independence was inspired by the group’s entrepreneurial spirit and relentless commitment to providing clients with conflict-free strategic advice, while embracing their fiduciary status..
Jun 2017 - Present
The Fdg Institutional Consulting Group
Apr 2009 - Jun 2017
Financial Advisor
Apr 2005 - Apr 2009
Financial Advisor
May 2001 - Apr 2005
1 education record
Lou Gloria, education
FAQ
Frequently asked questions about Lou Gloria,
Quick answers generated from the profile data available on this page.
What company does Lou Gloria, work for?
Lou Gloria, works for Procyon.
What is Lou Gloria,'s role at Procyon?
Lou Gloria, is listed as Co-Founder, Managing Director at Procyon.
What is Lou Gloria,'s email address?
AeroLeads has found 1 work email signal at @procyonpartners.net for Lou Gloria, at Procyon.
What is Lou Gloria,'s phone number?
AeroLeads has found 3 phone signal(s) with area code 203, 201, 212 for Lou Gloria, at Procyon.
Where is Lou Gloria, based?
Lou Gloria, is based in Shelton, Connecticut, United States while working with Procyon.
What companies has Lou Gloria, worked for?
Lou Gloria, has worked for Procyon, Procyon Partners, Ubs Wealth Management, Merrill Lynch, and Morgan Stanley.
How can I contact Lou Gloria,?
You can use AeroLeads to view verified contact signals for Lou Gloria, at Procyon, including work email, phone, and LinkedIn data when available.
What schools did Lou Gloria, attend?
Lou Gloria, holds Bachelor Of Science, Finance from University Of South Carolina - The Moore School Of Business.
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