1 week ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
Energy Centre, 1100 Poydras Street #1350
New Orleans,
LA
70163
Phone: 504.207.8555
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
R. Ryan Adkerson
Vice President,
Financial Advisor
Michael H. deYoung
Vice President,
Financial Advisor
Bryan W. Fitzpatrick
Principal,
Financial Advisor
Sheridan B. Grace
Financial Advisor,
Relationship Manager
Odom B. Heebe, Jr.
Vice President,
Financial Advisor
Edwin “Rod” Rodriguez, Jr.
Principal,
Financial Advisor
Richard Rodriguez
Vice President,
Financial Advisor
Mariska Witt Roney, CPA
Director,
Tax
Andrew B. Wisdom
Principal,
Financial Advisor
Luis C. Zervigon, CFP®
Principal,
Financial Advisor
1 week ago
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
2 months ago
To chart a course, it helps to have a compass....
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...