One of the derivatives portfolio and risk managers for Innovative Portfolios, Louie is an experienced financial services professional with an extensive knowledge of options, margin trading—both traditional and portfolio margins—and advanced trading strategies. As a trading specialist for an affiliated registered investment advisory firm in Indianapolis, Indiana, Louie is responsible for options management, developing the ongoing strategy for options, and working the day-to-day trades for puts and index income. There, he also assists in reporting trades and managing risk on trades for the firm’s separately managed accounts.

Louie previously served as a trading specialist at Charles Schwab & Company, where he assisted and placed trades for clients engaged in active day trading. He also provided options oversight by reviewing accounts for proper options trading and working with a dedicated client base to provide strategy and direction for investing in options. He later moved to the IPO team where he participated in IPOs, allocated trades, and verified suitability for clients participating in those unique investment opportunities. He also led trading education efforts, teaching other traders about a variety of complex trade scenarios.

Louie received his degree in Public Affairs from Indiana University. He recently earned his law degree, also from IU, and is a member of the Indiana Bar.

In his spare time, Louie feeds his passion for cooking—simplifying and modernizing culinary classics—and spending time with his wife and son.