Lou is the Chief Marketing Officer for Robertson Stephens. He is responsible for leading Robertson Stephens’s efforts to market its wealth management services to an ever-growing group of clients and helping advisor teams develop and execute their lead generation strategies.

Lou has 24 years of leadership experience at Equitable and LPL Financial. While at LPL Financial, Lou worked in numerous marketing leadership roles. He was on the core team managing LPL’s largest client, built their Marketing Consulting team and was most recently, the creator of their internal marketing agency for the firm and its advisors. Lou has a passion for using traditional and digital marketing to drive results at the firm and advisor level.

Lou earned his BS in Accounting at the State University of New York at Oswego. Lou’s interests include cooking, exercising, going to the beach, and watching the New York Yankees. He lives with his wife, two daughters and two dogs in Charlotte, North Carolina.