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Industry:Financial Services, Financial Consultant, Investment Advice, Management Consulting Services, Financial Advisory Services

Registration:Aug 23, 2002

Site:equitas-capital.com

Phone:(504) 569-9600, (504) 569-9650 (Fax), (866) 797-4877 (Free), (504) 569-9601

Description:Equitas is an independent investment advisory consulting firm established in 2002 and domiciled in New Orleans, Louisiana. Equitas' clients include endowments, foundations, corporations (public and private), corporate and individual retirement plans, family offices and high net worth individuals. Equitas was established to be a unique company that blends the resources of a large financial institution with the flexibility of a small local firm whose interests are aligned its clients.

Addresses:365 Canal Street, Suite 3050, New Orleans, LA 70130
C/O David S. Thomas, New Orleans, LA 70130 (Mailing)
909 Poydras St, New Orleans, LA 70112

State ID:35326744K

Business type:Limited Liability Company

Members (13):David S. Thomas / Member, Owner, Chief Executive Officer 365 Canal Street, New Orleans, LA 70130 (Physical) Paula Lopez / Controller Patrick M. Mendelson / Director of Operations, Director Of Operations Henry J. Bodenheimer / Member, Senior Investment Management Consultant Executive Director Robert L. Pettit / Member, CTO Sue Christina / Director Of Administration Tonda Pierre / Operations Administrator Luis Zervigon / Investment Management Consultant Akos Beleznay / Director Of Consulting Research Marian Bonnette / Receptionist And Operations Assistant Sanford Bernstein / C-Level Marketing, inactive Beth Held / Board of Directors, inactive Mary Conners / Board of Directors, inactive

SIC:6282 - Investment Advice

SIC6:874299 - Management consulting services, nec

Founded:2002

Categories:Financial Services

Specialties:Institutional and High Net Worth Investment Management Consulting Services, asset allocation, investment policy, investment manager search and evaluation, performance measurement, investment style analysis

Products:Investment Planning

Company size:11-50 employees

Summary

The professional industries of the organization Equitas Capital Advisors, Llc are Financial Services, Financial Consultant, Investment Advice, Management Consulting Services, Financial Advisory Services. The organization Equitas Capital Advisors, Llc was established in 2002. We have found information about 13 employees who work here. Equitas Capital Advisors is located at the address 365 Canal St SUITE 3050, New Orleans, LA 70130. The organization has more than two offices. Call the organization at phones: 504-569-9600 or 504-569-9650. To visit the official website of Equitas Capital Advisors, please click here.


Who has worked at Equitas Capital Advisors, LLC

Position at Equitas Capital Advisors, LLC Previous job position
Edward Shanklin
Managing DirectorSince Jan 2012
Melvin SecuritiesSenior Director Jan 2004 - Dec 2010
Trina St. Julien
Director of Operations & Executive AdministratorSince Sep 2010
Executive AdministratorSep 2001 - Nov 2004
Capital One Southcoast, IncSales Assistant II Sep 2006 - May 2010

Former Employees

Position at Equitas Capital Advisors, LLC Next job position
Derek Fossier
AnalystSince Jun 2008
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Johanna Kasper
Business Development ConsultantJan 2011 - Sep 2011
AptifyBusiness Analyst Since May 2012
John Suarez
Hedge Fund Summer AssociateJun 2008 - Aug 2008
Merrill LynchFinancial Advisor Since May 2010
Robert Morgan
Analyst Assistant2010 - 2013
Wei-Yin Ko
Intern, Investment AnalysisJan 2014 - Mar 2014
The Benchmark Company, LLCEquity Research Spring Analyst Since Mar 2014

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