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About
Louis Marchant is a Senior Investment Analyst at Choate Wealth in Boston, MA, where he conducts both quantitative and qualitative research to support the firm's investment process. He collaborates closely with Portfolio Managers to source new investment ideas and assists in the development and management of tailored portfolio strategies for high-net-worth individuals and families. His work includes the analysis of public and private markets and contributing thought leadership on key market sectors through vehicles such as the firm's investment podcast series, with a documented focus on areas like the U.S. housing market.
Previously, Louis served as an Investment Analyst at Choate Investment Advisors and held the role of Transfer Pricing Senior Associate at PwC. These roles provided him with a strong foundation in financial analysis and strategic advisory within investment management and professional services.
Louis holds a Bachelor of Science in Finance and Economics from Bentley University, underpinning his expertise in financial markets and economic analysis. He is recognized for his deep research capabilities and his contributions to Choate Wealth’s investment research, particularly in the evaluation of macroeconomic and sector-specific trends impacting client portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choate Wealth | Senior Investment Analyst | Jan 2024 to Present | — |
| Choate Investment Advisors | Investment Analyst | May 2021 to Dec 2023 | — |
| PwC | Transfer Pricing Senior Associate | Jun 2019 to May 2021 | — |
| PwC | Transfer Pricing Experienced Associate | Jul 2018 to Jun 2019 | — |
| PwC | Transfer Pricing Associate | Jul 2017 to Jul 2018 | — |
| UBS | Wealth Strategy Intern | Sep 2014 to May 2017 | — |
| Ameriprise Financial Services, Inc. | Financial Planning Summer Analyst | May 2016 to Sep 2016 | — |
Education
Bentley University
Bachelor of Science - BS, Finance and Economics
2013 — 2017
Skills & Expertise
Others at Choate Investment Advisors (10)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Ashland, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
C Christine Wright | Portfolio Manager | Boston, MA , United States |
| Investment Analyst | Boston, MA , United States | |
| Portfolio Manager | Boston, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
| Senior Investment Analyst | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
J Jessica Welch | Portfolio Manager | MA , United States |
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| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
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