- Financial Planning
- Investment management
- Personal wealth management
- Portfolio Construction & Management
- Risk Management
Lou Gloria , CRPC®, CRPS®Co-Founder and Partner
Lou has been developing retirement planning strategies for a broad range of private clients and providing consulting services to retirement plans since 2001. He works with business owners, medical professionals and executives to help simplify their financial life with solutions tailored to their unique goals and aspirations. He also partners with investment committees in overseeing their qualified and non-qualified retirement plans.
Prior to co-founding Procyon, Lou worked at UBS as a member of the FDG Group and at Merrill Lynch. He graduated from the University of South Carolina with a B.S. degree in Finance and before starting in financial services had a six-year professional tennis career. He holds the Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) designations.
He resides in Orange, CT with his wife and two children and has a passion for sports and gardening.