About
With 30+ years of experience as an C-Suite executive leader, I have been integral to…
Articles by Lou
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Personalization – The Future of Wealth Management
Personalization – The Future of Wealth Management
Growing up in the Boston area in the 60’s and early 70’s, there were a small handful of television channels available…
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"Insights from AssetMark’s Annual Operating Committee Meeting: Navigating Change Together”
"Insights from AssetMark’s Annual Operating Committee Meeting: Navigating Change Together”
It’s hard to believe that I’ve been with @AssetMark for just 87 days. This experience has reignited a passion I haven’t…
12 Comments -
Gratitude, Reflection, and Inspiration this Thanksgiving
Gratitude, Reflection, and Inspiration this Thanksgiving
This Thanksgiving season, I am filled with gratitude as I reflect on the incredible journey that brought me to…
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Activity
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The Dreamweaver Experience at AssetMark Gold Forum 25: When I first read Will Guidara's book, ‘Unreasonable Hospitality', a few years ago, I was…
The Dreamweaver Experience at AssetMark Gold Forum 25: When I first read Will Guidara's book, ‘Unreasonable Hospitality', a few years ago, I was…
Liked by Lou Maiuri
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Last night surrounded by the very best in the Real Estate business I was honored with the top award. It was a WOW moment for me and a surprise for…
Last night surrounded by the very best in the Real Estate business I was honored with the top award. It was a WOW moment for me and a surprise for…
Liked by Lou Maiuri
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We know that women are critical to the global economy and financial markets and throughout my own career, they have been forceful drivers of building…
We know that women are critical to the global economy and financial markets and throughout my own career, they have been forceful drivers of building…
Liked by Lou Maiuri
Experience
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Education
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American International College
Activities and Societies: Tau Kappa Epsilon Member of the Varsity Hockey team 4 yrs
Honors & Awards
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Global Custodian Legend
Global Custodian
Recognizes industry leaders across the industry
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2023 Top Advocate Executives
Involve HERoes
https://heroes.involverolemodels.org/poll/2023-top-35-advocates/
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2022 Boston Business Journal - Power 50: Movement Makers
Boston Business Journal
https://www.bizjournals.com/boston/news/2022/09/28/business-journal-announces-its-2022-power-50.html
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2022 INvolve HERoes Top 35 Advocate Executives
Yahoo Finance
https://finance.yahoo.com/news/2022-involve-heroes-top-35-advocates-144047205.html
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2021 HERoes Women Role Model List - Top 35 Advocate Executives
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https://heroes.involverolemodels.org/poll/2021-top-35-advocates/
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30 to shape the Future - Global Custodian
Global Custodian
https://www.globalcustodian.com/30-to-shape-the-future/
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2020 Yahoo Finance HERoes top 50 Advocate Executives
https://uk.finance.yahoo.com/news/the-heroes-top-50-advocate-executive-role-models-2020-230126397.html
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2019 Yahoo Finance HERoes Top 40 Advocate Executive
Yahoo Finance
Organizations
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Boston Public Library Fund
Board member
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Professional Woman's Network
Chairperson
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ALPFA Association of Latino Professionals for America
Corporate Advisory Board
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Data 3 Sixty Inc.
Advisory Board
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Board of Trustees New Hampton School
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On International Women's Day 2025, we celebrate the contributions of women across industries, communities, and cultures. From leadership and…
On International Women's Day 2025, we celebrate the contributions of women across industries, communities, and cultures. From leadership and…
Liked by Lou Maiuri
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In celebration of woman’s history month, I’m proud to celebrate my mother who passed 5 years ago. Still miss her every day. Like so many she was an…
In celebration of woman’s history month, I’m proud to celebrate my mother who passed 5 years ago. Still miss her every day. Like so many she was an…
Liked by Lou Maiuri
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Thanks to David McNatt, CFA from AssetMark for joining me IN the Nasdaq to explain why demand for private assets continues to grow despite the…
Thanks to David McNatt, CFA from AssetMark for joining me IN the Nasdaq to explain why demand for private assets continues to grow despite the…
Liked by Lou Maiuri
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Some highlights from our Gateway Partners Event last night. Thank you to everyone who joined us!😃 Adhesion Wealth Advisor…
Some highlights from our Gateway Partners Event last night. Thank you to everyone who joined us!😃 Adhesion Wealth Advisor…
Liked by Lou Maiuri
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That’s a wrap on #AssetMarkGoldForum 2025! From groundbreaking insights to unforgettable celebrations, this year’s event was nothing short of…
That’s a wrap on #AssetMarkGoldForum 2025! From groundbreaking insights to unforgettable celebrations, this year’s event was nothing short of…
Liked by Lou Maiuri
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Last week I had the privilege of being invited to and attending AssetMark’s Gold Forum 2025! To say it was a success would be an understatement…
Last week I had the privilege of being invited to and attending AssetMark’s Gold Forum 2025! To say it was a success would be an understatement…
Liked by Lou Maiuri
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Anthony DiRito hit the streets one last time at #AssetMarkGoldForum to capture the biggest takeaways from Day 3! 🎤 Hear what attendees had to…
Anthony DiRito hit the streets one last time at #AssetMarkGoldForum to capture the biggest takeaways from Day 3! 🎤 Hear what attendees had to…
Liked by Lou Maiuri
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Happy Women's History Month! At #AssetMark, we're proud to honor the trailblazing women who have shaped history and celebrate the incredible women…
Happy Women's History Month! At #AssetMark, we're proud to honor the trailblazing women who have shaped history and celebrate the incredible women…
Liked by Lou Maiuri
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The final celebration of #AssetMarkGoldForum was nothing short of spectacular! At Goldchella, attendees embraced their inner rockstars for an…
The final celebration of #AssetMarkGoldForum was nothing short of spectacular! At Goldchella, attendees embraced their inner rockstars for an…
Liked by Lou Maiuri
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🚀 A heartfelt thank you to everyone who attended the Gold Forum! 🙏 It was an honor to connect with so many of our amazing advisors, partners, and…
🚀 A heartfelt thank you to everyone who attended the Gold Forum! 🙏 It was an honor to connect with so many of our amazing advisors, partners, and…
Liked by Lou Maiuri
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On this day three years ago I was fired from Bloomberg. This is the first time I’ve written about it. My boss booked a Zoom call with a woman from…
On this day three years ago I was fired from Bloomberg. This is the first time I’ve written about it. My boss booked a Zoom call with a woman from…
Liked by Lou Maiuri
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3 of only 30 students invited to the AssetMark Gold Forum are from our Ohio State Financial Planning program! What an honor for Blake Grisvard…
3 of only 30 students invited to the AssetMark Gold Forum are from our Ohio State Financial Planning program! What an honor for Blake Grisvard…
Liked by Lou Maiuri
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A big thank you to the folks AssetMark! Joyce and I were invited to attend the Executive Dinner on Tuesday prior to the opening of the hosted by Lou…
A big thank you to the folks AssetMark! Joyce and I were invited to attend the Executive Dinner on Tuesday prior to the opening of the hosted by Lou…
Liked by Lou Maiuri
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Congratulations to the Saint Michael's College men's ice hockey team on winning the 2025 Northeast-10 Conference Championship today with a decisive…
Congratulations to the Saint Michael's College men's ice hockey team on winning the 2025 Northeast-10 Conference Championship today with a decisive…
Liked by Lou Maiuri
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Navigating compliance changes is vital, but it doesn't have to be daunting. At Broadridge, we offer solutions to simplify the SEC's N-PX rules, ensuring you meet expanded reporting requirements efficiently. Consider exploring Broadridge's offerings to transform your compliance process. http://spklr.io/6045QYIX
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My colleague, German Soto Sanchez, sat down with Emerj Artificial Intelligence Research's “AI in Financial Services” podcast to discuss key takeaways from Broadridge's 2024 Digital Transformation & Next-Gen Technology Study. German shares examples of untapped data and opportunities for digital transformation, emphasizing the importance of updating and enhancing legacy systems and technologies to ensure evolution and modernization. Listen in here: http://spklr.io/6049s46X #DigitalTransformation #AI #Data
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Tim Slavin
My colleague, German Soto Sanchez, sat down with Emerj Artificial Intelligence Research's “AI in Financial Services” podcast to discuss key takeaways from Broadridge's 2024 Digital Transformation & Next-Gen Technology Study. German shares examples of untapped data and opportunities for digital transformation, emphasizing the importance of updating and enhancing legacy systems and technologies to ensure evolution and modernization. Listen in here: http://spklr.io/6044vQoO #DigitalTransformation #AI #Data
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Matt Luksa, CRPS™, ABFP™
In this month’s First Eagle Alternative Credit update, Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains how repricing drove spread compression in 2024 and where the team is seeking relative value while keeping overall credit quality at fairly prudent levels. https://bit.ly/3DwAiiY
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