Louis Crosier is a Principal at CAPTRUST, where they currently lead strategic initiatives. Previously, Louis held the position of President at Boston Financial Management, LLC, and served as President of Wellesley Investment Partners prior to its acquisition by Cambridge Trust Company. Their extensive experience includes roles as Vice President at both Charles Schwab and Goldman Sachs, as well as Managing Principal at Windward Investment Management. Louis's academic background includes a Bachelor of Arts and an MBA from Dartmouth College, and they are currently pursuing a Master’s Degree at Harvard University Graduate School of Education.
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