Leadership

Board of Directors

2023-2024

President

Shepard Buckman, CFA, CMT
Sequence Wealth Management

Vice President

Mitchell Bordelon, CFA, CFP
Crescent Sterling LTD

David Amoss, CFA
Bernhard LLC

Gregory Brown, CPA, CFA
Nissan Motor Acceptance Corp

Amanda Didier, CFA
LWCC

Eric Fenlason, CFA
Legacy Investment Strategies, LLC

Will Harrison, CFA
Merrill Lynch

Bryan McCaulley, CFA
Hancock Whitney

Blake Mock, CFA
Pinnacle Trust Partners, LLC

Alex Wendling, CFA
Ochsner Ventures

Jenna Wittig, CFA
Pan-American Life Insurance Group

 

Past Presidents

Dragos A. Cabat, CFA
2003-2004

Cristian Daniel Dragos, CFA
2004-2005

Cristian Daniel Dragos, CFA
2005-2006

Keith Duet, CFA
2006-2007

Debbie Rivas CFA
2007-2008                            

Helen E. Graf
2008-2009                              

Graham M. Ralston, CFA
2009-2010

Wayne J. Murry Jr., CFA
2010-2011

Cappy Johnson
2011-2012 

J. Baldwin Montgomery, CFA
2012-2013

Brian Mora, CFA
2013-2014

David Amoss, CFA
2014-2015

Nathan Grant, CFA
2015-2016

Blair DuQuesnay, CFA
2016-2017

Austin Zaunbrecher, CFA
2017-2018

Richie Gray, CFA
2018-2019

Daniela Prodanova, CFA
2019-2020

Bryan McCaulley, CFA
2020-2022

Jenna Wittig, CFA
2022-2023