Worcester Office
Louise joined Bartholomew & Company in May of 2024 as a financial analyst on the Investment Management team. As a financial analyst, Louise supports the team primarily in the areas of daily cash management, ad hoc research and reporting, as well as assisting the advisors as they provide portfolio rebalancing and asset allocation recommendations.
Louise brings a strong analytical foundation to her work, with academic training in economics, accounting, and mathematical finance. She holds a bachelor’s degree from Saint Leo University and a master’s degree in Mathematical Finance from Boston University. She also holds the FINRA Series 7 securities registration and has passed Level I of the CFA Program.
Originally from Sweden, Louise values time outdoors and remains connected to nature through hiking and travel. She also enjoys golf and exploring new restaurants in the Boston area.