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Lois B. Pendergrass, CIMA®
Investment Management Consultant

Lois Burdon Pendergrass Lois was raised in New Orleans and graduated from Rice University in Houston, Texas with a BS in Mathematics and a minor in Art History. She then attended the Freeman School of Business at Tulane University and received a MBA, specializing in Management Sciences. She has completed extensive additional graduate level classes in investment finance, retirement planning, risk management, estate planning and taxation from the University of Alabama. Ms. Pendergrass received her Certified Investment Management AnalystSM (CIMA®) designation from Investment Management Consultants Association and in conjunction with The Wharton School of Business at the University of Pennsylvania in May of 2006.

Prior to establishing Crescent Capital Consulting, Lois has held positions with Equitas Capital Advisors, Orleans Capital Management and Ernst and Young.

Professional organizations include the Financial Planning Association, the Women's Professional Council of New Orleans, the Employee Benefit Planners of New Orleans, and the Investment Management Consultants Association. She is a graduate of the 2011 class of the New Orleans Regional Leadership Institute (NORLI) and a Fellow of Loyola University's Institute of Politics.