Louisa Y. Ho
Education
- University of California, Berkeley: Bachelor of Arts in Economics and Statistics
Credentials
- Series 65 – Uniform Investment Adviser Law Examination
Portfolio Analyst
Louisa brings over 20 years of experience in finance, with a strong focus on investment portfolio management. She has honed her skills in a variety of areas, including research and analysis, trading, operational tasks, and client care. Louisa’s early love for numbers guided her into the world of investments and finance after college, where she began building a fulfilling career in wealth management.
Throughout her career, Louisa has become known for her dedication to helping clients navigate the complexities of their financial lives. She works diligently to ensure that clients feel confident and well-informed as they pursue their financial goals, drawing on her vast experience and technical expertise.
Her attention to detail and ability to analyze complex data have proven to be invaluable both to her firm and its clients. Louisa’s problem-solving skills allow her to approach financial challenges strategically, ensuring the best outcomes for those she serves.
She holds a Bachelor of Arts in Economics and Statistics from the University of California, Berkeley, which laid the foundation for her successful career in finance. Outside of her professional life, Louisa enjoys spending her time cooking and crafting, hobbies that allow her to unwind and express her creativity.