Louis plays a key role in both researching companies to identify potential investment holdings along with ensuring each client account is traded and allocated correctly. Prior to joining HCM, Louis worked in the Orioles front office for two years, where he refined his research and analytical skills.
He earned a B.A. in Entrepreneurship & Management & Writing Seminars from Johns Hopkins University and is a CFA Level 1 candidate. He is also a member of the Phi Beta Kappa honor society.
In his spare time, Louis enjoys collecting pre-war baseball memorabilia, playing beach volleyball and writing screenplays.
Louis is related to the 4th President of the United States, James Madison. He also has two businesses, is a published poet and has written a screenplay currently being shopped in L.A.