Louis Balzano

Louis Balzano is an Operations Administrator at CSM Capital. Louis assists in the production of monthly performance reports, preparation of portfolio allocation exhibits, reconciliation of account balances, and production of pitch books for prospects. Louis was previously at Oppenheimer & Co, where he was part of the managed account support group. He facilitated daily reconciliations, finalized monthly and quarterly performance reporting and worked on the opening of new client accounts. Louis graduated from Manhattanville College, where he received a Bachelor of Science degree in Finance.