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701 Poydras St. Suite 3100, New Orleans, LA 70139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-05-17 |
Branch Locations
701 Poydras St. Suite 3100, New Orleans, LA 70139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Whity Bank | New Orleans | LA | 10/2010 | Present |
CFA Society of Louisiana The business is a non-profit corporation and is not investment-related The address of the organization is 3445 N Causeway Blvd #300, Metairie, LA 70002 The business is dedicated to leading the investment profession locally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society Currently I am the President of the Society I joined the board as a member in 2017 and assumed the role of president in 2020 I currently spend about 4-5 hours per month I do not currently spend any hours during securities trading hours As president, my responsibilities include scheduling and coordinating all of the society's lunch events and an annual dinner, spearheading our sponsorships and marketing efforts, running board meetings, submitting all necessary documents, to include financial documents and business plans, to the national institute, and handling all other business matters as deemed necessary. My role as president of the local society ends on June 30, 2022, though I will continue to serve as a regular member of the board.
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