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Our people are our greatest asset. In an industry that is critically dependent on the experience of its people, Crescent Capital Consulting proudly presents our professionals for your review and consideration. Professional designations include Chartered Financial AnalystSM (CFA®)1and Certified Financial PlannerTM (CFP®)2.
Management |
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Andrew B. Wisdom President Senior Investment Management Consultant  |
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Bryan W. Fitzpatrick Executive Vice President Business Development Senior Investment Management Consultant |
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Luis C. Zervigon, CFP® Executive Vice President Operations Senior Investment Management Consultant |
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Edwin R. Rodriguez, Jr. Executive Vice President Investments Senior Investment Management Consultant |
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Sheridan B. Grace Executive Vice President Finance Chief Compliance Officer |
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Mariska Witt Roney, CPA Executive Vice President Tax Services |
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Consultants
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R. Ryan Adkerson Investment Management Consultant |
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Hyder Brewster Investment Management Consultant |
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Michael H. deYoung Investment Management Consultant |
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Odom B. Heebe, Jr. Investment Management Consultant |
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Richard Rodriguez Investment Management Consultant |
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Analysts |
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Lisa T. Keleher, CFA® Director of Consultant Research Senior Analyst |
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Pierce M. Wisdom Analyst |
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Operations |
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Patrick M. Mendelson Director of Operations |
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Tonda Pierre Operations Administrator |
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Toni Myers Administrative Services |
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Karen S. Lagasse Client Service Manager for Rod Rodriguez |
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Alice French Client Relationship Manager Tax Services |
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1Chartered Financial AnalystSM: The CFA® charter is a qualification for finance and investment professionals, particularly in the field of investment management and financial analysis of stocks, bonds and their derivative assets. The program focuses on portfolio management and financial analysis, and provides generalist knowledge of other areas of finance.
2Certified Financial PlannerTM: The CFP® designation requires candidates to master a list of nearly 100 topics on integrated financial planning including the principals of finance, investment planning, estate and gift-tax transfer planning among others.
3Crescent Capital Consulting is not a CPA firm. Crescent Capital Consulting will have a licensed CPA on staff. Crescent Capital Consulting will not act as custodian over Client assets.
