Matthew William Rodrigue
Chief Investment Officer bei TruWealth Advisors LLC
Profil
Matthew William Rodrigue is currently the Chief Investment Officer at TruWealth Advisors LLC.
Previously, he worked as a Trader at IBERIA Capital Partners LLC from 2015 to 2017.
He received his undergraduate degree from The University of Alabama in 2006.
Aktive Positionen von Matthew William Rodrigue
Unternehmen | Position | Beginn |
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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. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Matthew William Rodrigue
Unternehmen | Position | Ende |
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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 | 01.12.2017 |
Ausbildung von Matthew William Rodrigue
The University of Alabama | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 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 |