Matthew William Rodrigue
Chief Investment Officer at TruWealth Advisors LLC
Matthew William Rodrigue active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
Career history of Matthew William Rodrigue
Former positions of Matthew William Rodrigue
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2015-09-30 | 2017-11-30 |
Training of Matthew William Rodrigue
| The University of Alabama | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Trading-Equity | 1 |
| Chief Investment Officer | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
