- Financial Planning
- Investment management
- Personal wealth management
- Portfolio Construction & Management
- Risk Management
Lou Gloria , CRPC®, CRPS®Co-Founder and Partner
Lou has been dedicated to developing retirement planning strategies for a diverse range of private clients and providing consulting services to retirement plans since 2001. His expertise lies in working with business owners, medical professionals, and executives, helping them simplify their financial lives by creating customized solutions that align with their unique goals and aspirations. At Procyon, Lou also takes charge of overseeing the private client service experience, ensuring it exceeds clients’ expectations and addresses their current and future needs.
Before co-founding Procyon, Lou gained valuable experience at UBS as a member of the FDG Group, as well as at Merrill Lynch. Prior to entering the financial services industry, Lou pursued a professional tennis career for six years. He holds a B.S. degree in Finance, which he earned from the University of South Carolina.
Outside of work, Lou resides in Orange, CT, with his wife and two children. He has a passion for sports, likely stemming from his tennis background, and enjoys engaging in various athletic activities. Lou also finds pleasure in gardening.