Louis Crosier is a wealth management financial advisor based in Boston.
Louis Crosier led the team at Boston Financial Management (BFM), which became CAPTRUST in late 2024.
He has more than 25 years of wealth management experience. Prior to BFM, he was president of asset allocation strategies at Cambridge Trust Company after serving as president of Wellesley Investment Partners, which was acquired by Cambridge Trust Company.
Prior to that, Louis was principal and subsequently managing principal at Windward Investment Management, which eventually became Charles Schwab & Co. Louis began his wealth management career at Goldman Sachs in the private wealth management division.
He earned a Bachelor of Arts degree in French literature and psychology at Dartmouth College, a Master of Education degree from Harvard University, and a Master of Business Administration degree from Amos Tuck School at Dartmouth.
When not in the office, Louis can be found with his family and Boykin spaniel. He enjoys skiing and tennis and is a voracious reader.
Education
- Bachelor of Arts, French literature and psychology, Dartmouth College
- Master of Education, Harvard University
- Master of Business Administration, Amos Tuck School at Dartmouth
Industry Designations
- Masters of Business Administration
Industry Involvement
- Former board member, Foundation for MetroWest
- Former board member, Youth Tennis Foundation
- Former board member, Roxbury Preparatory Charter School
Awards & Recognition
- Boston Business Journal 40 Under 40, 2004