Matthew William Rodrigue
Chief Investment Officer at TruWealth Advisors LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chuck Simmons | M | - |
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. | 4 years |
| Viola Acoff | M | 57 |
The University of Alabama
| 20 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| C. Johan Grahs | M | - |
The University of Alabama
| 5 years |
| Rob J. MacKenzie | M | - |
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. | 4 years |
| Jason Copeland | M | - |
The University of Alabama
| 8 years |
| Marshall Rathmell | M | - |
The University of Alabama
| 7 years |
| Caleb Ryan Hopkins | M | - |
The University of Alabama
| 4 years |
| Caroline Cooney | F | - |
The University of Alabama
| 4 years |
| Beth A. McSorley | F | - |
The University of Alabama
| 1 years |
| Brad W. Dunning | M | - |
The University of Alabama
| 4 years |
| Joseph David Stutz | M | 52 |
The University of Alabama
| 3 years |
| William Bailey | M | - |
The University of Alabama
| 4 years |
| Brian M. Isern | M | - |
The University of Alabama
| 4 years |
| Joey D. Shelton | M | - |
The University of Alabama
| 3 years |
| Ron E. Reed | M | - |
The University of Alabama
| 1 years |
| Michael Joseph Hudock | M | - |
The University of Alabama
| 4 years |
| Warren Beth | M | - |
The University of Alabama
| 4 years |
| Geoff Jacques | M | - |
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. | - |
| Richard James Randolph | M | - |
The University of Alabama
| 4 years |
| Ashley Vickers | F | - |
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. | 3 years |
| Walker Reynolds | M | 43 |
The University of Alabama
| 4 years |
| Melissa Lebato | F | - |
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. | - |
| Philip Ratliff | M | - |
The University of Alabama
| 4 years |
| John David Barr | M | - |
The University of Alabama
| 1 years |
| Zhong Kai Shi | M | 59 |
The University of Alabama
| 2 years |
| Whit Kilgroe | M | - |
The University of Alabama
| 4 years |
| J Caleb Adair | M | - |
The University of Alabama
| 4 years |
| Jonathan Sadlowe | M | - |
The University of Alabama
| - |
| Nicole Burchfield | F | - |
The University of Alabama
| 4 years |
| Rob Riley | M | - |
The University of Alabama
| 4 years |
| Zarinah Shahid | F | - |
The University of Alabama
| 4 years |
| Bart Shaw | M | - |
The University of Alabama
| 4 years |
| Wynetka Ann Reynolds | M | 86 |
The University of Alabama
| 5 years |
| Alison O'Neill | M | 63 |
The University of Alabama
| 1 years |
| J. Adam Baxter | M | - |
The University of Alabama
| 4 years |
| V. Nathaniel Hansford | M | 80 |
The University of Alabama
| - |
| Ginny McKewen Paul | F | - |
The University of Alabama
| 4 years |
| Luke R. Tashie | M | - |
The University of Alabama
| 3 years |
| Carol Z. Garrison | M | - |
The University of Alabama
| - |
| J. Keith Buchanan | M | - |
The University of Alabama
| 4 years |
| Eric J. Fox | M | - |
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. | 5 years |
| Eli Kantor | M | - |
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. | 1 years |
| Wes O. Huffman | M | - |
The University of Alabama
| 2 years |
| Stephen Douglas Daniels | M | - |
The University of Alabama
| 4 years |
| Bryant Saxon | M | - |
The University of Alabama
| 1 years |
| Danny J. Bourgeois | M | - |
The University of Alabama
| 4 years |
| Andrew A. Sorensen | M | 83 |
The University of Alabama
| 6 years |
| Dalton Nix | M | - |
The University of Alabama
| 4 years |
| J. Yates | F | - |
The University of Alabama
| 4 years |
| Brent Reilly | M | - |
The University of Alabama
| 2 years |
| Catherine Beckner | F | - |
The University of Alabama
| 3 years |
| Leah Marie Byrne | F | - |
The University of Alabama
| 6 years |
| Kimi Comiskey | F | - |
The University of Alabama
| 4 years |
| James Darnell | M | - |
The University of Alabama
| 4 years |
| Catherine Perry | F | - |
The University of Alabama
| 4 years |
| Blaise Matthew Angelico | M | - |
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. | 3 years |
| Jessica M. Waldrop | F | - |
The University of Alabama
| 4 years |
| Katherine McElroy | F | - |
The University of Alabama
| 4 years |
| David S. King | M | 68 |
The University of Alabama
| 4 years |
| Robert J. Minyard | M | - |
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. | 7 years |
| Billy Bailey | M | - |
The University of Alabama
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 61 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Matthew William Rodrigue
- Personal Network
