Louis E. Sousa Named President and CEO of Plimoth Investment Advisors

Filed Under: All News & Posts, Leadership
PLYMOUTH, SWANSEA, MA – Plimoth Investment Advisors is proud to announce that Louis E. Sousa, CFA, has been named the next President and Chief Executive Officer of the firm, succeeding Steven A. Russo, CFA, who has been instrumental in shaping the organization’s success over the past two decades.

“It is truly humbling to take on this role and continue building on Steve’s incredible legacy,” said Sousa. “Steve’s tireless dedication and leadership have set a strong foundation for Plimoth Investment Advisors, and I am excited to work alongside him in his new role as Chairman of the Board, as closely as we did 30 years ago when I first began learning from his astute industry expertise.”

In addition to their new responsibilities, Sousa and Russo will continue managing client portfolios and maintaining long-standing relationships while transitioning leadership of the firm’s investment function to Mark J. Gendreau, CFP® who has been promoted to Senior Vice President and Chief Investment Officer. “Mark’s extensive experience and drive make him the ideal leader to oversee our investment team,” Sousa remarked.

Plimoth also announced Patrick Lynch, CFA’s promotion to Vice President, Director of Research. “Patrick’s talent and dedication have consistently impressed us since he first joined us as an Analyst, and I am confident he will thrive in this role,” said Sousa.

Plimoth Investment Advisors’ senior leadership team remains strong, with Teresa A.G. Prue, CFP® continuing to oversee Fiduciary Services and Administration and Edward J. Misiolek leading Operations. The firm will also continue to collaborate closely with the BayCoast Bank management team to uphold its tradition of exceptional client service and trusted partnerships.

“I look forward to working with our talented team to guide Plimoth Investment Advisors into this exciting new chapter,” Sousa added.

About Plimoth Investment Advisors

Plimoth Investment Advisors is a leading investment advisory and trust service firm assisting clients from Cape Cod, the South Shore, the South Coast, Rhode Island and Northern Connecticut. Plimoth offers a unique combination of disciplined investment management and fiduciary trust services through an experienced team of specialists committed to building and maintaining strong client relationships. Wholly owned by BayCoast Bank, a long-time, trusted community savings bank founded in Tiverton, Rhode Island, in 1851, Plimoth operates in three primary locations: Swansea and Plymouth, Massachusetts, and Stonington, Connecticut. Few things are more important to an individual than their financial security, and Plimoth takes pride in guiding clients and their families through their financial journeys.  To schedule a free, personalized consultation, please visit plimothinvestmentadvisors.com or call 508-747-6596.

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