Louie is Vice President of Advisor Services at Lone Peak Global Investors (formerly Clifford Capital Partners), where he manages advisor relationships and client service in the intermediary distribution group. His primary focus is on the growth of the mutual fund business. He also supports digital marketing campaigns, CRM management, and Lone Peak’s overall marketing strategy.

Before joining Lone Peak in May 2021, Louie spent 6 years with William Blair where he was responsible for intermediary distribution and client service of Blair’s funds to advisors in the West. Prior to William Blair, he spent two years at Invesco marketing their investment products to advisors in the West. Before moving to investment/asset management, Louie was in private wealth at PNC Investments, assisting private clients with their investment needs and financial planning.

Louie has a Bachelor of Science from Miami University in Economics.