Nicholas A. Danna IV, AIF, CPA (Inactive)

After graduating from Louisiana State University with a Bachelor of Science in Accounting and a Master of Science in Finance, Nick spent three years as a Certified Public Accountant (CPA) with Ernst & Young, working on cases involving accounting fraud and lost profits. Nick then spent seven years as a senior research analyst for Southcoast Capital and Sterne Agee & Leach, developing proprietary research on stocks in the Leisure & Entertainment industry and advising hedge funds and mutual funds on trading strategies associated with the research. In mid-2009, Nick began providing financial planning and investment management services to individuals, families, and small businesses. Nick is an Accredited Investment Fiduciary (AIF) and a Certified Public Accountant (CPA), though currently inactive. He holds a Life & Health and Variable Insurance License. Nick and his wife Julie, reside in Metairie with their three sons and daughter: Nicholas, Christian, Stephen, and Kerrigan.