Plimoth Investment Advisors appoints Louis E. Sousa to Senior Vice President & Chief Investment Officer

SWANSEA AND PLYMOUTH, MA -Plimoth Investment Advisors today announced the appointment of Louis E. Sousa, CFA to the position of Senior Vice President and Chief Investment Officer.

In this role, Sousa will be responsible for the oversight of the Investment Management process, directing research activities and developing asset allocation strategies for current and existing clients.  He will work closely with the team of Investment Officers to keep clients informed of important economic developments and financial market dynamics while focusing on achieving their unique investment objectives.

He is an experienced portfolio manager with more than 20 years in the investment industry.  During his eight years at Scudder Investments, he became a Vice President of the firm working with various types of institutional and retail clients, primarily on multi-strategy asset allocation portfolios.  Sousa was a founding member of the investment office at Wellesley College in 2002, where he spent ten years as a member of the team managing the College endowment.  He later went on to manage marketable equities and hedge fund strategies for Williams College.

He earned a Bachelor of Science degree in Business Administration from Roger Williams University with minors in Finance and Economics.  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and Boston Security Analysts Society.

The announcement was made by George Oliveira, President and CEO of Plimoth Investment Advisors, who commented, “We are delighted to have Lou join the Plimoth Investment Advisors team.  He brings a unique perspective that will benefit our existing clients and allow us to appeal to an even broader set of potential institutional investors. We know that Lou will join us in providing the exemplary level of customer service for which Plimoth Investment Advisors is known.”

Sousa said, “I am thrilled to be a part of the Plimoth Investment Advisors team and look forward to building upon the sound investment process our clients have come to expect.  On a personal note, I am excited to work with families and institutions of the South Coast region and beyond.  Having spent a good part of my life, including my formative academic years, in nearby Bristol, RI, I have maintained a fond affinity for the area during my career which has taken me into financial markets around the world.”

About Plimoth Investment Advisors

Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is a portfolio management firm specializing in investment management, trust services, retirement plans and estate administration for both private and institutional clients.  The firm’s wide range of products include individual investment accounts, Roth and Traditional IRA accounts, trust accounts, employee benefit plans, charitable accounts, endowment accounts, foundation accounts and institutional investment management services.  Plimoth Investment Advisors is headquartered at 38 Resnik Road, Plymouth, MA 02360, and maintains offices in Swansea and Dedham, MA. For more information, please visit  or call 508-747-6596.  Plimoth Investment Advisors is jointly owned by BayCoast Bank and Dedham Institution for Savings.

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