Leadership

Board of Directors

2025-2026

President

Will Harrison, CFA
Merrill Lynch

Vice President

Alex Wendling, CFA
Ochsner Ventures

Board Members

  • David Amoss, CFA
    • Bernhard LLC
  • Gregory Brown, CPA, CFA
    • Nissan Motor Acceptance Corp
  • Shepard Buckman, CFA, CMT
    • Sequence Wealth Management
  • Eric Fenlason, CFA
    • Legacy Investment Strategies, LLC
  • Bryan McCaulley, CFA
    • Hancock Whitney
  • Mitchell Bordelon, CFA, CFP
    • Dumaine Investments
  • Daniel Toups, CFA
    • LWCC
  • Paul Castedo, CFA
    • Advantage Capital 

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

Shepard Buckman, CFA, CMT
2023-2024

Mitchell Bordelon, CFA, CFP
2024-2025