WATERS, PARKERSON & CO., LLC

WATERS, PARKERSON & CO., LLC of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 3711). Regulatory assets under management: $2.9B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (18)

NameRoleLocation
David Taylor PointerPARTNER—
Michael Burton WhealdonPARTNER—
Julia Waters BurlingameCHIEF COMPLIANCE OFFICER—
Jonathan Baldwin MontgomeryCO-MANAGING PARTNER—
Devin John WakemanCO-MANAGING PARTNER—
Lee Reiss EaganPARTNER—
GRISWOLD GEORGE IICHAIRMAN—
POINTER DAVID TAYLORMANAGING PARTNER; PARTNER; PRESIDENT (+1 more)—
WHEALDON MICHAEL BURTONEXECUTIVE VICE-PRESIDENT; EXECUTIVE VICE-PRESIDENT, SECRETARY/TREASURER; PARTNER—
BURLINGAME JULIA WATERSCHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER—
CRUIKSHANK WILLIAM EDWARDCOMPTROLLER—
CASAMENTO STEPHEN JOSEPHVICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER—
GRISWOLD GEORGE DICKSONASSISTANT VICE PRESIDENT; VICE PRESIDENT—
GENSLER PHILIP JREXECUTIVE VICE-PRESIDENT; EXECUTIVE VICE-PRESIDENT & SECRETARY—
GRISWOLD GEORGECHAIRMAN—
MONTGOMERY JONATHAN BALDWINCO-MANAGING PARTNER; PARTNER; VICE PRESIDENT—
WAKEMAN DEVIN JOHNASST. VICE PRESIDENT; CO-MANAGING PARTNER; INVESTMENT COUNSELOR (+1 more)—
EAGAN LEE REISSPARTNER—

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