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Lisa Treece Keleher

Captrust

New Orleans, LA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-10-26
  • LA RA
    APPROVED
    Since 2022-10-26

Branch Locations

1100 Poydras St., Energy Centre, Suite 1350, New Orleans, LA 70163 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinacial Partners, Llc (Captrust) Raleigh NC 12/2021 Present
Crescent Capital Consulting Llc New Orleans LA 09/2010 12/2021
  • 12/2021 → Present
    Capfinacial Partners, Llc (Captrust)
    Raleigh, NC
  • 09/2010 → 12/2021
    Crescent Capital Consulting Llc
    New Orleans, LA
Other Businesses

Name: New Orleans Jewish Commuinty Center, Investment-Related: No Address: Nature: Religous Foundation, Position/Title: member, Start: 10.30.2024, Hours/Month: 1, Hours during Market Hours: 0, Duties: committee member

Designations
Other Names
  • Lisa Treece

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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