Marchant Louis

Louis R. Marchant, CFP®

Associate Portfolio Manager

Marchant Louis

Overview

Louis Marchant is an Associate Portfolio Manager at Choate Wealth. In his role, he works closely with families and foundations to develop tailored investment solutions to align with their goals and objectives. He also serves on Choate’s investment committee, contributing to the firm’s investment research efforts and overall investment strategy.

Prior to joining Choate, Louis was a Senior Associate at PricewaterhouseCoopers, where he helped advise multinational corporations on global restructuring engagements as part of their Transfer Pricing group. Louis earned a B.S. in Finance from Bentley University and is a CERTIFIED FINANCIAL PLANNER® professional.

  • Bentley University, BS (2017)