Lou is the Founder of 76 Wealth Advisory. 76 Wealth Advisory was founded with two core principles: 1) Independence is the only way to truly serve clients in their best interest, and 2) Communication, transparency and education are crucial to maintaining lifelong client relationships. Lou advises individuals, families and institutions with their comprehensive financial planning and investment management.
Lou is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst® designee. He holds a BS in Accounting and Finance from Merrimack College and an MS in Financial Planning from Bentley University.
Lou has spent his 20 plus year career working for several investment management firms (including Raymond James, Federated Investors and John Hancock Investments). In these roles Lou was directly responsible for advising families on their financial planning and investment management, as well as the distribution of mutual funds, separately managed accounts, 401k retirement plans, and 529 college savings plans. He successfully consulted with Financial Advisors, Wealth Managers, and Bank Trust departments concerning their overall asset allocation and investment management strategies.
Lou, his wife Julie and their two sons live in Morristown, NJ and are very active in the Morristown community. Julie volunteers her time in the Morristown school system and Lou is a coach of Morristown National Little League baseball, Morristown Shamrocks Baseball, Jersey Colts Hockey, and Morristown Junior Colonials Hockey. He also serves on the Board of Governors for the Mount Tabor Country Club as Vice President, serving on multiple committees.
In his spare time, Lou enjoys playing golf, hockey, reading, gardening and anything related to wine.
"Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks
“CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants."
