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United States
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and..
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
More than one year
planning, and project analysis to a diverse range of private sector companies. For instance, Dr. Joseph Petry assisted Prairie Plantation in the creation of a business plan and its application for state licensure and evaluated market potential for a solar startup. He also currently guides Betterman Digital Wealth, Inc., in rendering client financial services. Previously, Dr. Joseph Petry spent nearly two decades teaching economics and finance at a Big Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught
Leadership + Management
Financial Services
Financial Analysis
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Present
Managing Director
More than one year
in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success. Managing Director [email protected] Work Experience Global Wealth Management, Managing Director, Jan 2010 ~ Present Co-Founder of Global Wealth Management Costa Capital, President, Jan 2006 ~ Present Self-Employed wealth management expert Education Florida State University, Master of Science (MS), Bachelor of Science BS Finance General, 2000 ~ 2004 Skills Management Financial Planning Financial Services Retirement Planning Recent Blog
Confidence
Management
Community
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Lou Mancusi.
Offline
Avatar of Lou Mancusi.
Offline
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois. Learn
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance
Avatar of the user.
Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
More than one year
/josephbosso Education Georgia Institute of Technology, Master of Business Administration (MBA), IT, 2014 ~ 2016 Joseph Bosso attended Clemson University and the Georgia Institute of Technology Scheller School of Business. Clemson University, Bachelor of Science (BS), Financial Management, 2005 ~ 2008 Joseph Bosso holds a Bachelor’s degree in Financial Management in Clemson University. Work Experience Market Cube LLC, Project Manager Intern, Jun 2016 ~ Present Market Cube is an online sample and research operations company dedicated to helping our clients look good and maximize their ROI. SEI Wealth Platform, MBA Summer Intern – Business Analyst, Jun 2015 ~ Aug 2015
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
CPA @CPA practice
2012 ~ Present
Accounting & Tax Staff
Within three months
of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients. His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management. Legacy of Expertise and Client-Centric Services Shaun's professional
Accounting
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Baruch College - CUNY
Taxation
Avatar of the user.
Avatar of the user.
Managing Partner @Above The Line Consulting
2001 ~ 2005
Chief of Staff
More than one year
Business Development
Sales
Marketing
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Florida
Avatar of the user.
Avatar of the user.
Owner/Operator @Twin Springs Farm
2001 ~ Present
Within one year
Equine Therapy
Equine Management
Vaccinations
Full-time
6-10 years
University of Tennessee
Animal Science
Avatar of Raphaël Thiney (Raph).
CTO, Director Of IT, IT Architect
More than one year
with over 20 years of finance, and progressive healthcare IT experience. CTO, Director Of IT, IT Architect Washington,DC [email protected] Experience myNexusCare, LLC – Brentwood, TN - Octcurrent Consulting as Senior BMP Architect of Mission Critical Applications myNEXUS™ is a technology driven, connected care management service that manages an individual’s health, enabling them to live healthier lives in their homes. myNexus remotely monitors the patient’s health status daily and using a proven clinical model, provides immediate responses to identified issues to avoid common, costly healthcare visits. Brought in to validate
.net
TypeScript
SQL Server
Full-time / Interested in working remotely
More than 15 years
Hobart and William Smith
Computer Science

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Managing Director of Noyes Advisors @ Noyes Advisors
Noyes Advisors
2015 ~ Present
Illinois, USA
Professional Background
Current status
Job Search Progress
Not open to opportunities
Professions
Fields of Employment
Work experience
More than 15 years
Management
Skills
Wealth Management
finance
Retirement Planning
Word
PowerPoint
Excel
Photoshop
Google Drive
Languages
English
Native or Bilingual
Job search preferences
Positions
Job types
Full-time
Locations
Remote
Not interested in working remotely
Freelance
Educations
School
Loyola University of Chicago
Major
Finance
Print
Pxmnwgkuysxwen417413

Lou Mancusi

Wealth Manager  •  Illinois, US  •  LouMancusi.com

Lou Mancusi is a wealth manager with over 25 years of experience in his industry. He currently works at David A Noyes & Co.


For over 100 years, Noyes has been a pillar of financial expertise in the Midwest, earning their clients’ trust and serving their families and businesses for generations. Noyes serves as a “one stop shop” for anyone who has accounting or investment management needs, serving as long term partners with their clients.


An industry veteran, Lou Mancusi joined Noyes’ wealth management line-up so that he and his team could be competitive, deliver superior investment solutions for clients, and grow their business within a client-centric and tech-driven environment unlike any other. As Managing Director of Noyes, Lou Mancusi creates comprehensive wealth management solutions through the use of resources of Investment Management and portfolio construction. His clientele— comprised of affluent families as well as private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning.


Work Experience

Managing Director - Nov 2015 - Present

Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning.

Executive Director - Sep 2012 - Nov 2015

Oppenheimer & Co. Inc.

Senior Vice President - Nov 2002 - Dec 2012

Wintrust Wealth Management.


Projects 00 00@2x 25de285f43c486b5a0ddc099900a08387ad7a27243b9ba95b25d3665ee9775ae

Wealth Management

Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois.

Learn More

The Value of Business Succession Planning

Every entrepreneur or business owner wants to ensure that their businesses and organizations continue running even after they are no longer in the business.

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Leaving Wealth Management To The Pro's

Often times, people who don’t understand how wealth management works struggle to grasp the importance of using a wealth manager when it comes to planning their financial future.


Projects 00 00@2x 25de285f43c486b5a0ddc099900a08387ad7a27243b9ba95b25d3665ee9775ae

Personal Financial Planning

Lou Mancusi joined Noyes back in 2015. Since its founding over a hundred years ago, the firm has established itself as a leader in the Midwest, with six locations spanning three states.

Learn More
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Bust These Retirement Myths

Today’s financial pressures make the future seem too far away to worry about, so they will deal with retirement when it comes.

Starting A College Fund For Your Kids

The best period to start kids’ college fund is immediately after they are born. With monthly or yearly regular investments and compound interest, the funds can grow for a long period.

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x

Social Security Facts Everyone Needs To Know

Social Security makes up a major part of retirement income for many American senior citizens. The program has been in effect since 1935, and it’s paid an increasing amount to retirees and disabled Americans ever since. Here are some facts about the Social Security program everyone needs to know.

First Retirement Steps: A Checklist

Retirement is a time that many Americans look forward to. Here are the first steps new retirees should take to ensure their money doesn’t run out before they die.

Paragraph image 00 00@2x

Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x

Bust These Retirement Myths

Lou Mancusi shares his insight on retirement myths.

Resume
Profile
Pxmnwgkuysxwen417413

Lou Mancusi

Wealth Manager  •  Illinois, US  •  LouMancusi.com

Lou Mancusi is a wealth manager with over 25 years of experience in his industry. He currently works at David A Noyes & Co.


For over 100 years, Noyes has been a pillar of financial expertise in the Midwest, earning their clients’ trust and serving their families and businesses for generations. Noyes serves as a “one stop shop” for anyone who has accounting or investment management needs, serving as long term partners with their clients.


An industry veteran, Lou Mancusi joined Noyes’ wealth management line-up so that he and his team could be competitive, deliver superior investment solutions for clients, and grow their business within a client-centric and tech-driven environment unlike any other. As Managing Director of Noyes, Lou Mancusi creates comprehensive wealth management solutions through the use of resources of Investment Management and portfolio construction. His clientele— comprised of affluent families as well as private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning.


Work Experience

Managing Director - Nov 2015 - Present

Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning.

Executive Director - Sep 2012 - Nov 2015

Oppenheimer & Co. Inc.

Senior Vice President - Nov 2002 - Dec 2012

Wintrust Wealth Management.


Projects 00 00@2x 25de285f43c486b5a0ddc099900a08387ad7a27243b9ba95b25d3665ee9775ae

Wealth Management

Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois.

Learn More

The Value of Business Succession Planning

Every entrepreneur or business owner wants to ensure that their businesses and organizations continue running even after they are no longer in the business.

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Leaving Wealth Management To The Pro's

Often times, people who don’t understand how wealth management works struggle to grasp the importance of using a wealth manager when it comes to planning their financial future.


Projects 00 00@2x 25de285f43c486b5a0ddc099900a08387ad7a27243b9ba95b25d3665ee9775ae

Personal Financial Planning

Lou Mancusi joined Noyes back in 2015. Since its founding over a hundred years ago, the firm has established itself as a leader in the Midwest, with six locations spanning three states.

Learn More
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Bust These Retirement Myths

Today’s financial pressures make the future seem too far away to worry about, so they will deal with retirement when it comes.

Starting A College Fund For Your Kids

The best period to start kids’ college fund is immediately after they are born. With monthly or yearly regular investments and compound interest, the funds can grow for a long period.

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x

Social Security Facts Everyone Needs To Know

Social Security makes up a major part of retirement income for many American senior citizens. The program has been in effect since 1935, and it’s paid an increasing amount to retirees and disabled Americans ever since. Here are some facts about the Social Security program everyone needs to know.

First Retirement Steps: A Checklist

Retirement is a time that many Americans look forward to. Here are the first steps new retirees should take to ensure their money doesn’t run out before they die.

Paragraph image 00 00@2x

Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x

Bust These Retirement Myths

Lou Mancusi shares his insight on retirement myths.