Louis Civitarese, CMT, is a seasoned Wealth Advisor and the Founder of Three Rivers Diversified Capital (TRDC), where he leverages over a decade of experience in the investment industry to deliver tailored financial strategies to his clients. At TRDC, Louis is committed to a fiduciary...
Louis Civitarese, CMT, is a seasoned Wealth Advisor and the Founder of Three Rivers Diversified Capital (TRDC), where he leverages over a decade of experience in the investment industry to deliver tailored financial strategies to his clients. At TRDC, Louis is committed to a fiduciary standard, ensuring that the best interests of his clients are always at the forefront of his advisory services. His expertise spans a wide array of financial disciplines, including portfolio management, asset allocation, and private equity, allowing him to craft comprehensive investment solutions that align with individual client goals.
Currently, Louis is spearheading several key projects at TRDC, focusing on enhancing client engagement through innovative investment strategies and educational initiatives. His proficiency in securities and investment management is complemented by his credentials as a Chartered Market Technician (CMT) and a Chartered Alternative Investment Analyst (CAIA), which equip him with a robust analytical framework to navigate complex market dynamics. Louis's deep understanding of options strategies and foreign exchange (FX) options further enriches his advisory capabilities, enabling him to provide clients with sophisticated risk management techniques.
As a founder, Louis is not only dedicated to growing TRDC but also to fostering a culture of transparency and trust within the firm. He actively collaborates with clients to develop personalized financial plans that reflect their unique aspirations and risk tolerances. Through his leadership, Three Rivers Diversified Capital is positioned as a forward-thinking firm that prioritizes client success in an ever-evolving financial landscape.
