LS
Louis Sousa
Chief Investment Officer at Plimoth Investment Advisors
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Work Experience
Chief Investment Officer
Jan 2016 - Present · 8 years and 11 months
williams college
Managing Director
2012 - 2016 · 4 years
wellesley college
Director, Investments
2002 - 2012 · 10 years
Company Details
It's really all about you... Few things are more important to an individual than their financial security. That's why Plimoth Investment Advisors has assembled a knowledgeable team of investment and fiduciary specialists with advanced certifications and degrees. These experts have investment experience from some of the world's largest financial institutions. While a sound investment discipline is an important component of managing a client's financial affairs, we are committed to building a strong relationship ensuring regular ongoing communication.
Year Founded
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Social Media
Linkedin
Industry
Investment Management, Administrative & Specialty Services
HQ Location
38 Resnik Road Suite 202 Plymouth,, MA 02360, US
Keywords
Investment ManagementTrust ServicesRetirement PlansEstate Administratio
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