ABOUT
As Director of Research, Lou contributes to our clients’ success by managing investment strategies and conducting the research and analysis that underpin our investment process. As part of his responsibilities, Lou leads the creation of ACAP’s Quarterly Economic Outlook and contributes to original thought pieces. Lou’s insights have been quoted in multiple Wall Street Journal articles.
Lou has been a member of the ACAP investment team since 2011 and is primarily responsible for portfolio management, as well as investment research for companies across a variety of industries, including technology, telecom, media, industrials, and real estate.
Lou previously worked in the Investment Department at the Archdiocese of New York after starting his career at Lehman Brothers. He has a B.S. in Finance from Fordham University’s Gabelli School of Business and has been a Chartered Financial Analyst (CFA) and a member of the CFA Society New York since 2011.
Lou lives on the Jersey Shore with his wife, daughter, son, and two dogs. In his free time, he can be found coaching youth football and Little League baseball, spending time at the beach and making pizza in his backyard.
Lou enjoys critical thinking, challenging conventions, and uncovering interesting investment opportunities. Lou values the trust clients place in Alexandria Capital to help them achieve their financial goals, and he appreciates the opportunity to interact with clients to discuss views on the economy, investments, and emerging themes.
They go WAY beyond that, though, by being 100% dedicated to assisting clients in every aspect possible of their financial, tax, estate and generational planning, and any other area of life.
- GEORGE C.
Since becoming a client in 2015, originally of Jon Ferguson and FIC Capital (later merged with Alexandria Capital), I have enjoyed a truly remarkable experience, one that continuously exceeds my expectations. For 50 years I have maintained an account with one of the major money management firms, but I found that Jon and team (principally, Bryan Keane, along with Eileen Polese, Terrence Emde, Lou Liberatore, Beth Kavanaugh) provided a superior, even astonishing, total customer experience. This led me to entrust most of my assets to Alexandria, and it keeps proving to be the most rewarding decision I could have made. Investment performance, in line with one's objectives and risk profile, is of course of utmost importance, and Alexandria has consistently delivered. They go WAY beyond that, though, by being 100% dedicated to assisting clients in every aspect possible of their financial, tax, estate and generational planning, and any other area of life (e.g., one's business career, legal and personal challenges) where one can benefit from their depth and breadth of client touchpoints and sage counsel. More than I could have imagined, Jon and Bryan and team always have my and my loved ones' back. The words I can use to describe them, and impossible to rank in priority, are: Honesty, Integrity, Super Smart, Creative, Problem-Solving, Vastly Knowledgeable, Warmth, Humor, Friendship, Commitment, Dedication to Excellence ... all to the Nth Degree. I wholeheartedly recommend Alexandria Capital to prospective clients - indeed, I introduced several who have become exceptionally satisfied clients as well.
- GEORGE C.
Disclaimer: George is a client of Alexandria Capital & Hightower Advisors, LLC. No compensation was given in exchange for their testimony.
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