Identifying Opportunity. Navigating Risk.

Luis M. Raposo, CFA

Managing Director/Chief Investment Officer
lraposo@shorepointpartners.com

Luis is a founder of Shorepoint Capital Partners and has 25 years of financial services experience. He has managed growth equity portfolios for over 12 years. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.

Luis also worked for Fidelity Investments for almost ten years. He held the position of Director, Equity Research for Fidelity’s investment advisory affiliate, managed a Large Cap Growth portfolio and performed fundamental equity research.  Luis also was an Investment Consultant for Fidelity’s institutional retirement company on Fortune 200 clients.

Luis is a CFA charter holder and a member of the CFA Institute and the Boston Security Analysts Society. He earned an MBA from Suffolk University, where he was a member of Delta Mu Delta, the National Honor Society, and has a BS from the University of Massachusetts.  He lives in Sharon, MA, with his wife and two sons and enjoys golf and attending his sons’ sporting events.

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