Senior Associate, Marketing Product Specialist
Luisa is responsible for servicing and supporting the RIA and Family Office channel, and works with clients and consultants on market reports, customized client reports, and reviewing portfolios of prospective investors.
Prior to its acquisition by Fiera Capital, Luisa served as a Marketing Analyst at Samson Capital Advisors LLC. Her responsibilities at Samson included customized reporting, research and analysis, including performance attribution. She also was involved in maintaining the firm’s GIPS compliance program, RFPs, databases, questionnaires, and marketing materials. Previously, Luisa interned at Geller & Company where she worked in the office of the CEO. Before that, she interned at Precision Trading Corp where she conducted market research on Latin America.
Luisa received her BA in International Relations from Fordham University.