560 Oakwood Drive, Suite #203
Lake Forest, IL 60045
Lou Mancusi takes pride in providing customized investment solutions for high net worth clients and their families. He also works with business owners for whom he provides 401(k) and pension plans, succession strategies and insurance planning solutions. He has built his practice on the importance of using sound judgment, objective advice, hard work and integrity in assisting his clients to work toward their financial goals.
Drawing on over twenty years of experience in the financial services industry, Lou offers clients a broad variety of wealth management services such as individually managed accounts, retail brokerage services and, in collaboration with Noyes, wealth transfer services. He and his team provide a broad range of products and programs, including traditional and nontraditional investments and insurance. Because tax-efficiency is an important priority for his clients, Lou is glad to collaborate with their tax advisors; similarly, when it comes to estate planning issues, he can draw on the services of Noyes and work with each client’s legal advisor.
Lou began his career in 1990 at St. Paul Federal Bank of Chicago as an Investment Representative, then moved into Wealth Management at Northern Trust. In 2002, he joined Wintrust Wealth Management, as Senior Vice President, Investments.
An important aspect of Lou’s practice is that, before he makes a single recommendation, he seeks to understand his clients’ personal and financial circumstances in full. This knowledge enables him both to develop a personal relationship with each individual, family or company executive and create a solution that is capable of evolving as each client’s circumstances change. As a result, he recommends investment strategies that are simultaneously integrated and flexible, reflecting each client’s long-term goals, risk tolerance, income tax considerations, and overall investment allocation.
|Education||He earned his B.A. in Finance from the School of Business of Loyola University of Chicago.|
|Credentials & Licenses||Lou holds the General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66). He is also licensed as an agent for life insurance in the state of Illinois.|
|Personal||He, his wife and their three daughters reside in Long Grove IL. He enjoys trap shooting and traveling. He is also donates time to the Food Bank of Northern Illinois.|