Louis Pyle Crosier
Algemeen Directeur bij Boston Financial Management LLC
Profiel
Mr. Louis P.
Crosier is a President & Chief Executive Officer at Boston Financial Management LLC.
He is responsible for the day-to-day management of the firm and executing its long-term strategic plan.
He joined Boston Financial Management in 2021.
Mr. Crosier was previously employed as a President by Wellesley Investment Partners LLC, a Senior Vice President by Windhaven Investment Management, Inc., a Manager-Business Development by Cambridge Energy Research Associates, a Principal by The Goldman Sachs Group, Inc., an Executive Vice President by Wellesley Bancorp, Inc., and a Managing Principal by Windward Investment Management.
He attended Dartmouth College where he pursued a double major in psychology and French literature.
He received his Master’s in Education from Harvard University and a Master of Business Administration from Dartmouth’s Amos Tuck School.
Actieve functies van Louis Pyle Crosier
| Bedrijven | Functie | Begin |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Algemeen Directeur | 01-01-2021 |
Eerdere bekende functies van Louis Pyle Crosier
| Bedrijven | Functie | Einde |
|---|---|---|
Wellesley Investment Partners LLC
 Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | President | 01-06-2020 |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Lid van de Investeringscommissie | 09-11-2010 |
| WELLESLEY BANCORP, INC. | Corporate Officer/Principal | - |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Portefeuillebeheerder-Aandelen | - |
Cambridge Energy Research Associates
 Cambridge Energy Research Associates Internet Software/ServicesTechnology Services Cambridge Energy Research Associates provides analysis of the energy industry and markets. The company is based in Cambridge, MA. Cambridge Energy Research Associates was acquired by IHS Global, Inc. from McCarthy, Crisanti & Maffei, Inc. on September 01, 2004. The company was founded by James P. Rosenfield. | Corporate Officer/Principal | - |
Opleiding van Louis Pyle Crosier
| Dartmouth College | Undergraduate Degree |
| Harvard University | Graduate Degree |
| Tuck School of Business at Dartmouth | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| THE GOLDMAN SACHS GROUP, INC. | Finance |
| Bedrijven in privébezit | 6 |
|---|---|
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Cambridge Energy Research Associates
Cambridge Energy Research Associates Internet Software/ServicesTechnology Services Cambridge Energy Research Associates provides analysis of the energy industry and markets. The company is based in Cambridge, MA. Cambridge Energy Research Associates was acquired by IHS Global, Inc. from McCarthy, Crisanti & Maffei, Inc. on September 01, 2004. The company was founded by James P. Rosenfield. | Technology Services |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Wellesley Investment Partners LLC
Wellesley Investment Partners LLC Investment ManagersFinance Part of Cambridge Bancorp, Wellesley Investment Partners LLC is a company that provides investment advice. The company is based in Wellesley, MA and was founded in 2007. | Finance |
Wellesley Bancorp, Inc.
 Wellesley Bancorp, Inc. Regional BanksFinance Wellesley Bancorp, Inc. is a holding company. The company through its subsidiary Wellesley Bank offers personal and business banking services to individuals and small businesses in Wellesley, Massachusetts and surrounding communities. Its deposit products are checking, savings, and term certificate accounts and lending products are residential and commercial real estate loans, construction loans, commercial loans, and consumer loans. The company was founded in September 2011 and is headquartered in Wellesley, MA. | Finance |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
