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Louis Marchant

Louis Marchant

Senior Investment Analyst at Choate Investment Advisors

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Choate WealthSenior Investment AnalystJan 2024 to Present
Choate Investment AdvisorsInvestment AnalystMay 2021 to Dec 2023
PwCTransfer Pricing Senior AssociateJun 2019 to May 2021
PwCTransfer Pricing Experienced AssociateJul 2018 to Jun 2019
PwCTransfer Pricing AssociateJul 2017 to Jul 2018
UBSWealth Strategy InternSep 2014 to May 2017
Ameriprise Financial Services, Inc.Financial Planning Summer AnalystMay 2016 to Sep 2016

Education

Bentley University

Bachelor of Science - BS, Finance and Economics

2013 2017

Skills & Expertise

Accounting
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Teamwork
Leadership
Time Management
Public Speaking
Social Media
Bloomberg
FactSet
SAP ERP
Process Modeling

Others at Choate Investment Advisors (10)

NameRoleLocation
Alison Svizzero
Alison Svizzero
Portfolio ManagerAshland, MA , United States
Benjamin Lewis
Benjamin Lewis
Senior Investment AnalystBoston, MA , United States
C
Christine Wright
Portfolio ManagerBoston, MA , United States
Hideyoshi Watanabe
Hideyoshi Watanabe
Investment AnalystBoston, MA , United States
Jake Kidder
Jake Kidder
Portfolio ManagerBoston, MA , United States
Jonathan Bentley
Jonathan Bentley
Senior Investment AnalystBoston, MA , United States
Kelsey Sullivan
Kelsey Sullivan
Senior Investment AnalystBoston, MA , United States
Malik Daley
Malik Daley
Investment AnalystBoston, MA , United States
Dennis Maier
Dennis Maier
Investment AnalystBoston, MA , United States
J
Jessica Welch
Portfolio ManagerMA , United States

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