Managing Director, Investment Sales & Strategy
Louisa C. Guthrie is the Executive Vice President of Wealth Management for South Texas Money Management. In this position, she is responsible for the strategic direction of STMM’s approach to individuals, families of wealth and non-profit organizations looking for open architecture investment solutions, and for leading the business development efforts relating to the firm’s Manager of Managers offering.
As a senior family wealth executive with experience on both the operational and relationship management sides of the business, Ms. Guthrie has expertise in a wide range of wealth management services, products and approaches encompassing investment management and fiduciary/ legacy services, private banking and financial planning. Specific areas of specialty for Ms. Guthrie include multi-generational issues, transitional client events and lifecycle solutions. She has had consistent success in building profitable businesses, including start-ups, and has served as a consultant to firms looking to leverage industry trends in the North American Family Wealth space.
Ms. Guthrie began her career with Chase Manhattan Bank in New York and has held senior level positions with The Citibank Private Bank, Bank of Montreal’s Harris Private Bank, Wells Fargo Private Client Services and Key Private Bank. She is considered an expert on "program sale" approaches to affinity groups, and Life and Career Cycle financial stages, and often serves as a media spokesperson on Wealth Management issues.
Ms. Guthrie graduated from Dartmouth College with a BA in International Affairs/ French and a specialty in Canadian/American relations. She holds a Certified Wealth Strategist® designation and has completed a number of graduate programs in marketing, corporate finance and strategic leadership. She is active in a variety of charitable and civic organizations and volunteers her time working with victims of Domestic Abuse.