Louis Albanese founded Catamount Wealth Management in 2003 and serves as President and Managing Partner. Laurie Stefanowicz joined the firm in late 2007 and became SVP, Managing Partner in 2015. Lou and Laurie share the same goal: To serve the financial needs of individuals and small businesses with a very personalized, hands-on approach, ensuring that clients feel comfortable and confident that their plans are aligned with their short- and long-term goals.
In addition to providing top notch investment management services, we work with clients to be their financial quarterback. We understand that investment management is just a piece in the puzzle, and we work together to tackle the many complex issues that arise in the course of a lifetime—such as retirement, inheritance, career transitions, divorce, and death.