DELTA FINANCIAL ADVISORS - Key Persons
Job Titles:
- Partner
- Portfolio Manager and Member of the Investment Committee
Ainsley has been a portfolio manager and member of the investment committee since starting with the firm in 2004 and a Partner since 2009. She also serves as the chief investment officer. Prior to joining the firm, she spent over 6 years in the investment management field at Morgan Stanley and Charles Schwab, after starting her career at Price Waterhouse while in graduate school. Her duties included advising affluent clients in all areas of investment management, financial and estate planning, as well as risk mitigation strategies.
Ainsley received her Bachelor of Science degree in psychology from Louisiana State University and her Master of Business Administration degree from the E. J. Ourso College of Business at Louisiana State University, specializing in internal audit. She is a member of the CFA Institute, the CFA Society of Louisiana, as well as other local professional and civic associations. She is also a member of Beta Gamma Sigma.
Angelle is responsible for the firm's office management, accounting and administration. She focuses on customer service and client satisfaction. She also assists the compliance and investment officers with regulatory filings as well as research and issuer communications. Prior to joining Delta Financial Advisors in 2007, Angelle spent several years in office management in addition to her extensive background in sales and customer service.
Angelle received her Bachelor of Arts degree in political science from Loyola University. She has served on several civic boards and remains active in volunteerism while enjoying time with her family. She is also a member of Alpha Sigma Nu.
Job Titles:
- Managing Partner
- Portfolio Manager and Member of the Investment Committee
Gerard has been a portfolio manager and member of the Investment Committee since founding Delta Financial Advisors, LLC in 2002 as an independent investment counsel firm. He also serves as the chief compliance officer. Prior to that, he was a partner with Fenner, Plauché and Williams Investment Management Company. He was also previously a senior vice president and manager of the trust department of a major regional bank, where he had worked for 11 years. His duties there included advising the bank's clients on all facets of investment, retirement and estate planning.
Gerard received his Bachelor of Science degree in finance from the University of New Orleans and his Master of Business Administration degree from Loyola University. He is also an alumnus of the Graduate School of Banking of the South at Louisiana State University. Additionally, he is a holder of the Chartered Financial Analyst designation. He is a member of the CFA Institute and has served on several local boards of various non-profit organizations.
John is responsible for the firm's computer network and data management as well as portfolio accounting and reporting. He assists the portfolio managers with trading and daily activities in accounts. Prior to joining Delta Financial Advisors in 2003, he was the data processing manager with Fenner, Plauche' and Williams Investment Management Company for over 20 years.
John received his Bachelor of Science degree in computer science from Tulane University. He enjoys playing golf, traveling, cooking, gardening and is an avid sports fan.