Louis P. Crosier

Louis Crosier has had extensive work experience in the financial industry. Louis currently holds the position of President & CEO at Boston Financial Management, LLC since May 2021. Prior to this, they served as President, Global Asset Allocation Strategies at Cambridge Trust Company from November to December 2020. Before their time at Cambridge Trust, they were the President of Wellesley Investment Partners from September 2014 to November 2020. Louis also worked at Charles Schwab as a Vice President from November 2010 to December 2012, where they played a role in the integration and national rollout of the Windward strategies following the acquisition of Windward Investment Management. Louis started their career at Goldman Sachs as a Vice President from August 1998 to July 2002.

Louis Crosier's education history includes a Bachelor of Arts (B.A.) degree from Dartmouth College, which they obtained from 1983 to 1987. Louis pursued further education at the Harvard Graduate School of Education, earning a Master's Degree in an unspecified field of study, completed between an unspecified period of time. Lastly, they attended The Tuck School of Business at Dartmouth, where they obtained a Master of Business Administration (M.B.A.) degree in an unspecified field of study, which they completed by 1998.