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Matthew William Rodrigue
Director de Inversiones en TruWealth Advisors LLC .
Cargos activos de Matthew William Rodrigue
Empresas | Cargo | Inicio | Fin |
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TruWealth Advisors LLC
![]() TruWealth Advisors LLC Investment ManagersFinance TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors. | Director de Inversiones | - | - |
Historial de carrera de Matthew William Rodrigue
Antiguos cargos conocidos de Matthew William Rodrigue.
Empresas | Cargo | Inicio | Fin |
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IBERIA Capital Partners LLC
![]() IBERIA Capital Partners LLC Investment Banks/BrokersFinance Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers. | Trading-Equity | 01/10/2015 | 01/12/2017 |
Formación de Matthew William Rodrigue.
The University of Alabama | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Trading-Equity | 1 |
Chief Investment Officer | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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IBERIA Capital Partners LLC
![]() IBERIA Capital Partners LLC Investment Banks/BrokersFinance Founded in 2009, IBERIA Financial Services LLC is a broker/dealer located in Lafayette, Louisiana. The firm is a wholly-owned subsidiary of IBERIABANK Corp. (NasdaqGS: IBKC). The firm offers securities and other financial products to IBERIABANK Corp.'s clients' needs. Through their own subsidiary, Finesco LLC, IBERIA Financial Services offers insurance premium financing to retailers and other commercial customers. | Finance |
TruWealth Advisors LLC
![]() TruWealth Advisors LLC Investment ManagersFinance TruWealth Advisors LLC (TruWealth) is a SEC-registered investment advisor and wealth management firm headquartered in Metairie, Louisiana. The firm was founded by Charles Simmons in 2020 and is a subsidiary of TruWealth Holdings LLC. TruWealth offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, and pension and profit-sharing plan sponsors. | Finance |