LA

Lou Albanese

Managing Director, Portfolio Manager at Crestwood Advisors

Lou Albanese, a Managing Director and Portfolio Manager at Crestwood Advisors, has extensive experience in the wealth management industry. Albanese previously founded Catamount Wealth Management in 2003, where Lou successfully grew the business to protect and manage over $300 million in assets for numerous clients before merging with Crestwood Advisors in 2019. Albanese holds a Bachelor's Degree in Business, Mathematics, and Psychology from Fairfield University.

Links

Timeline

  • Managing Director, Portfolio Manager

    July, 2019 - present