Lou Sideropoulos, CAIA

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Greater Boston

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Timeline
About me
SVP, Head of US Retail Retirement
Education
- Xaverian Brothers High School
  -
- Curry College
  -
  Bachelor's Degree Business Administration, Entrepreneurship
  Activities and Societies: Hockey
Experience
- Putnam Investments
  Jun 1994 - Jul 1997
  Bank Trust Wholesaler Internal Wholesaler
  - Vice President, Bank Trust Wholesaler
    Jun 1996 - Jul 1997
  - Vice President
    Jun 1994 - Jun 1996
- Columbia Management
  Jul 1997 - Apr 2002
  Managing Director, National Sales Desk Manager
- Columbia Management
  Jul 2004 - Jul 2015
  National Sales Manager
  Leader of 72 investment professionals segmented by channel into three sales teams. Responsible for $20b in annual sales with traditional and non-traditional investment solutions. Focus on increasing market share and AUM by listening to our clients and identifying trends and opportunities. Establish long lasting relationships by consistently adding value to their practice and creating a personal brand.
- SID Advisory
  Jan 2016 - Oct 2017
  Founder
- AllianceBernstein
  Oct 2017 - now
  SVP, Head of US Retail Retirement
Licenses & Certifications
- Series 26
  FINRA
- CAIA
  CAIA Association
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Series 24
  Financial Industry Regulatory Authority (FINRA)
- Series 66
  Financial Industry Regulatory Authority (FINRA)
- Series 51
  Financial Industry Regulatory Authority (FINRA)
- Series 63
  Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
- Big of the Year committee member
  Issued by Big Brothers Big Sisters of Massachusetts Bay
  Associated with Lou Sideropoulos, CAIA