Louis DeMarco

Family Office Accountant

As a family office accountant, Louis provides accurate and timely reports to clients and advisors, ensuring everyone involved in the financial process is well informed. He diligently manages the bill pay and reconciliation process, maintaining records of clients’ income and expenses to verify the accuracy of account values. His dedication to accuracy, attention to detail, and passion for continuous learning enable him to provide exceptional service to clients, ensuring their financial well-being remains his top priority.

Driven by a thirst for knowledge and a love for numbers, Louis thrives in the challenging and dynamic environment of the family office accounting team. His prior experiences at ePaul Dynamics and Sky Management Corp. equipped him with a strong foundation in accounting, business operations, and property management. Additionally, as a captain and treasurer of the roller hockey team at SUNY Oswego, Louis successfully combined his passion for math and sports. He honed his leadership and financial management skills while contributing to the team’s impressive achievements, including reaching the semifinals and attending four national championship tournaments during his time there.

Louis holds a bachelor’s degree in accounting and a master’s degree in public accounting from SUNY Oswego. Having passed all four parts of the CPA exam, he is currently completing his one-year work experience under a CPA to become fully licensed.

Outside of work, Louis is an avid sports enthusiast and enjoys spending time with his large Italian family.

Previous Experience

  • Family Office Accountant at GM Advisory Group
  • Accounting Manager at ePaul Dynamics
  • Accounting Intern at Sky Management Corp.

Education & Credentials

  • MBA, State University of New York at Owego, Public Accounting
  • BS, State University of New York at Owego, Accounting

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.