President, Managing Partner
Louis is the President, Managing Partner of Catamount Wealth Management. He has over 35 years of investment management experience in the securities industry. Prior to founding Catamount, Mr. Albanese was Senior Vice President and Founder of Constitution Capital Corp. Prior to founding Constitution, Mr. Albanese was a Senior Vice President with Prudential Securities in its Portfolio Management Services Program and a Senior Vice President with Paine Webber. He has a BS degree from Fairfield University. Mr. Albanese is active in the community; supporting many community organizations. He serves on the Finance Committee of the Westport Historical Society, is a Board Member of ECHO, a non-profit located in Bridgeport dedicated to building character, enforcing positive behavior and strengthening life skills of youth, and is a member of the Advisory Board of Fairfield University’s Dolan School of Business. Lou resides in Fairfield with his wife, Linda, and has two sons.
Senior Vice President, Managing Partner
Laurie is a Senior Vice President, Managing Partner of Catamount. Her main responsibility is working with clients to design a financial plan and portfolio that best meets their needs and situation. Prior to joining Catamount, Mrs. Stefanowicz held various sales and marketing positions within the pharmaceutical and sports business industries. She played professional soccer for the Women’s United Soccer Association. She has a BS degree from Vanderbilt University. Laurie is extremely active in our community, she currently serves on the board of St. Thomas Aquinas School, coaches soccer with Fairfield United Soccer Association and volunteers with many other local non-profits. She was recognized as one of Fairfield County’s 40 Under 40 and awarded the Women’s Choice Award and Five Star Professional. In her spare time, she enjoys running, yoga and interior design. Laurie resides in Fairfield with her husband, Jeff, and their two daughters.
Louis Albanese II is a Vice President at Catamount. Louis is part of the portfolio management team and assists in the client development and relationship management needs of the firm. Prior to Catamount, Louis specialized in technology and energy investments. He was an Investment Principal at Saudi Aramco Energy Ventures where he was responsible for identifying and executing on technology investments in the renewable energy, oil and gas, information technology, and water sectors. Before joining SAEV, Louis held finance and strategy roles at Exec, Inc., and at First Solar, one of the world’s largest vertically integrated solar companies. Louis started his career in investment banking at Merrill Lynch where he worked out of New York City and Hong Kong. He graduated from Claremont McKenna College with a B.A. in Financial Economics. When not at the office, Louis enjoys roasting his own coffee, cooking, and playing tennis.
Associate Portfolio Manager
Matt Monroe is Associate Portfolio Manager at Catamount. His main responsibilities are to support the portfolio manager, help lead our firm’s research and analysis, and to assist on handling client related matters. Prior to joining Catamount, Mr. Monroe was a publishing research analyst on the Clean Technology team at a Roth Capital Partners in New York City, concentrating on the advanced lighting, biofuels and energy storage sectors. Prior to that, Matt worked as an Analyst at Manatuck Hill Partners, making investment decisions across asset classes and industries for institutional clients. He began his career at ThinkEquity Partners, a boutique investment bank, where he became a Vice President of Institutional Equity Sales. Matt has a BS degree from Colorado College and currently resides in New York City. In his spare time, he enjoys basketball, running and cooking.
Director Client Relations
Judy is the Director of Client Relations at Catamount. She is responsible for managing client relationships, day to day client service requests and operations. She also provides trading and general portfolio management support to the portfolio management team. Prior to joining Catamount, Judy was a Client Service Associate for a private wealth management firm in Fairfield County, where she held a similar role and responsibilities. Judy earned her B.S. Degree in Finance from Marymount College. She resides in Weston, CT with her husband and has three grown children. In her spare time Judy enjoys cooking, reading and spending time with her new puppy.
Client Advisor, CDFA™
Traci is a Certified Divorce Financial Analyst ™ and concentrates on divorce and financial planning. In her past endeavors, she has been responsible for business development, financial educational outreach, marketing and client relations at other financial firms. Traci made the career change to financial services because of her own personal experience. She was in the apparel business for 23 years, part of the family that founded Fairway & Greene, a golf apparel company, which was sold to private investors in 2005. It was at that time that Traci realized she wanted to know more about personal finance and decided to work with clients to help educate and empower them so they can make healthy financial decisions. Traci resides in Southport, married to her high school sweetheart, and they have two grown sons.