Cappy serves as Executive Vice President and Portfolio Manager for Orleans Capital, a subsidiary of Argent Financial. She manages money for foundations, endowments, and high-net-worth individuals for balanced accounts and also for the firm’s strategic dividend strategy. She also serves on the firm’s investment committee.
Cappy has more than 20 years of experience in investment management for foundation, endowment, and personal portfolios. Cappy started her career as a financial advisor in New York with a major Wall Street brokerage firm. She holds a bachelor’s degree and an M.B.A. in Finance from Tulane University
Cappy is a member of the CFA Institute and is a past President of the CFA Society of Louisiana. In addition, Cappy is a member of the Allstate Sugar Bowl Committee. She also serves on the Investment Committee of St. George’s Episcopal School where she is a past Member of the Board of Trustees. Cappy has been with the firm since 2004.