Broker Check
Louis Civitarese, CMT®, CAIA®, CPFA®

Louis Civitarese, CMT®, CAIA®, CPFA®

Wealth Advisor and Founder

Meet Louis Civitarese, your dedicated financial advisor and Chief Investment Officer with a passion for your financial success.

Louis' career journey has been marked by valuable experiences in wealth management and investments. He excelled in investment focused roles at the Private Bank at Merrill Lynch in Knoxville, Tennessee, and Merrill Lynch Wealth Management in Sewickley, Pennsylvania. Additionally, Louis was an independent options on futures trader, navigating the world of Currencies, Commodities, Bonds, and Stock Indices. This confluence of experiences results in portfolios that are benchmark agnostic and are managed with risk in mind.

Most recently, Louis served as the Chief Investment Officer for GA Investment Management, where he developed and executed portfolio strategies across global asset allocation models, individual equity portfolios, and alternative investments.

Louis holds relevant academic credentials, with degrees in Finance and Accounting from Duquesne University, a CMT® (Chartered Market Technician) certification, a CAIA® certification (Chartered Alternative Investment Analyst) and the CPFA® (Certified Plan Fiduciary Advisor). He also furthered his education by obtaining an MBA, specifically in Asset Management, from Boston College's Carroll School of Management and continues to blend practical real-world investment experience and proven academic theory in both investing and financial planning. 

Beyond his professional credentials, Louis is deeply engaged in his community. He proudly serves on Duquesne University's Palumbo School of Business' Investment Strategy Institute Advisory Council. Louis also serves on the Board of Directors for Family Promise of Southwestern PA, a charitable organization dedicated to helping families with housing insecurity and financial hardship. Additionally, Louis is an active member of 100+ Men Who Care, a philanthropic group focused on making a significant impact locally by supporting charities close to home through collective giving. 

Born and raised in Bridgeville, Louis is a Pittsburgh native and resides in the Cultural District of downtown Pittsburgh. On weekends, you'll likely spot him at a sporting event, concert, or exploring the picturesque trails along our beloved three rivers. He enjoys sharing his passions of hiking, golfing, experiencing new cultures, watching Pittsburgh sports teams win and the beach with Family, Friends and Clients. 

Partnering with Louis means having a financial professional who understands both your aspirations and interests. Whether your goals involve wealth-building, future security, or simply making the most of life's opportunities, it is his privilege to serve you, your family and your employees!