Lou Mancusi
About Lou Mancusi
Lou Mancusi is the Managing Director at Sanctuary Wealth, where he assists clients with retirement, college planning, and financial planning. With over 23 years of experience in wealth management, he has held various leadership roles and is a registered representative and investment advisor.
Work at Sanctuary Wealth
Lou Mancusi serves as the Managing Director at Sanctuary Wealth, a position he has held since 2015. In this role, he focuses on assisting clients with their retirement, college planning, and overall financial planning needs. His responsibilities include providing tailored financial strategies to help clients meet their specific goals. Sanctuary Wealth is located at 560 Oakwood Ave, Suite 203, Lake Forest, IL 60045.
Previous Experience in Wealth Management
Before joining Sanctuary Wealth, Lou Mancusi worked at Oppenheimer & Co. Inc. as an Executive Director from 2012 to 2015. Prior to that, he served as Vice President at Northern Trust from 2000 to 2002 and as Senior Vice President at Wintrust Wealth Management from 2002 to 2012. His extensive experience spans over 23 years in the wealth management sector, where he has advised affluent families and institutions.
Education and Expertise
Lou Mancusi studied Finance at Loyola University Chicago, where he earned a Bachelor of Arts degree. His educational background supports his expertise in sophisticated wealth management solutions and wealth transfer planning, enabling him to provide informed advice to his clients.
Licenses and Certifications
Lou Mancusi holds an insurance license in Illinois, which complements his role as a Registered Representative of Sanctuary Securities Inc. and as an Investment Advisor Representative of Sanctuary Advisors, LLC. These credentials enhance his ability to offer comprehensive financial services to his clients.