About

Louis Sorsaia

Chief Operating Officer

Louis joined Magnus Financial Group in May 2019 as Chief Operating Officer. Louis began his career in finance in 1999. He has extensive oversight experience managing front-to-back infrastructure and operations.

He has a dynamic business background and proven track record. Prior to joining Magnus, Louis spent the majority of his career working at Deutsche Bank holding various senior fixed income positions, most notably as Managing Director and Chief Operating Officer for Debt Americas, Global Chief Operating Officer for GLM (Global Liquidity Management), and Co-Chair & COO of FIC FRM (Financial Resource Management). He also served as a Director and Chief Operating Officer for RMBS (Residential Mortgage Backed Securities) and DBCM (Deutsche Bank Capital Management), and as a Product Controller across Equities, Foreign Exchange, Institutional Client Group and Securitized Products during his time at Deutsche Bank. Prior to working at Deutsche Bank, Louis began his Wall Street career at The Bank of New York as an Investment Accountant.

Louis graduated with a B.A. in Economics from Saint Francis College. Louis has a passion for charities near and dear to his heart. As a survivor of pediatric open-heart surgery, Louis enjoys the opportunity to help advance the treatment of pediatric heart disease. He is a board member of the Babies Heart Fund at Columbia University Medical Center.

Louis resides in New Jersey with his wife, Jennifer, two sons, John and Vincent, and dog, Charlie. Louis enjoys attending his sons’ sporting events, days at the shore, and travelling with his family.

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

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