Louie is Head of Investor Relations, Distribution, and an Equity Partner, where he leads businesses development efforts and client service. He also shapes and supports the firms overall marketing strategy.

Before joining Lone Peak Global Investors (formerly Clifford Capital Partners) 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.