Louis E. Sousa, Cfa Email and Phone Number
Louis E. Sousa, CFALou is an experienced portfolio manager, with 30 years of experience in the investment industry. He spent eight years at Scudder Investments where he became a Vice President of the firm working with various types of institutional and retail clients primarily on multi-strategy asset allocation portfolios. He was a founding member of the investment office at Wellesley College in 2002 where he spent 10 years as a member of the team managing the College endowment. He later went on to manage marketable equities and hedge fund strategies for Williams College. Lou joined Plimoth Investment Advisors in 2016 as the Chief Investment Officer. Lou holds the Chartered Financial Analyst designation and is a member of the CFA Institute and Boston Security Analysts Society. He received a BS in Business Administration with minors in Finance and Economics from Roger Williams University.Lou currently serves as a member of the Finance Committee and as a Corporator of the SouthCoast Community Foundation where he served two terms as a member of the Board of Directors from 2017–2023 in a number of capacities including: Treasurer, Chair of the Finance Committee and member of the Investment Committee and Audit Committee. Lou also serves on the Investment Committee of the Diocese of Fall River.
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President And Chief Executive OfficerPlimoth Investment AdvisorsBoston, Ma, Us -
Chief Investment OfficerPlimoth Investment Advisors 2016 - PresentPlymouth,, Ma, Us -
Managing DirectorWilliams College 2012 - 2016Williamstown, Ma, UsA member of the Williams College Investment Office primarily responsible for the management of global marketable equities and hedge fund strategies -
Director, InvestmentsWellesley College 2002 - 2012Wellesley, Ma, UsA founding member of Investment Office established in 2002 to manage and oversee the Wellesley College endowment; served as Interim Co-Chief Investment Officer through financial crisis and Chair of Retirement Plans Investment Committee -
Vice PresidentScudder Investments 1994 - 2002Investment Specialist in Institutional Consulting groupMember of Institutional global asset allocation team and portfolio management team of Scudder Pathway Series, global asset allocation fund of funds
Louis E. Sousa, Cfa Education Details
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Roger Williams UniversityGeneral
Frequently Asked Questions about Louis E. Sousa, Cfa
What company does Louis E. Sousa, Cfa work for?
Louis E. Sousa, Cfa works for Plimoth Investment Advisors
What is Louis E. Sousa, Cfa's role at the current company?
Louis E. Sousa, Cfa's current role is President and Chief Executive Officer.
What schools did Louis E. Sousa, Cfa attend?
Louis E. Sousa, Cfa attended Roger Williams University.
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