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Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023

Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023 The S&P 500 hit its high mark on the first trading day

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January 12, 2023

Equitas Founder David Thomas talks with City Business about Equitas’ 20th anniversary and the future of wealth management

Equitas Founder David Thomas talks with City Business about Equitas’ 20th anniversary and the future of wealth management With 20 years in business, Equitas Capital

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October 28, 2022

Does Your Financial Advisor Use the “F” Word?

Does Your Financial Advisor Use the “F” Word? They should, especially when “F” stands for Fiduciary. A Fiduciary is a financial advisor who makes investment

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September 14, 2022

Equitas Capital Advisors Wins Hedgeweek Americas Award

Equitas Capital Advisors Wins Hedgeweek Americas Award New Orleans-based Equitas Capital Advisors was awarded the Hedgeweek Best Multi-Strategy, Multi-Manager Fund Award for its Equitas Evergreen

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August 8, 2022

Baby, It’s (Maybe Getting) Cold Outside

Baby, It’s (Maybe Getting) Cold Outside How to protect your investment portfolio from rising interest rates. The smoking hot U.S economy is thawing out. Nasdaq

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July 5, 2022

What are some ways investors should change their strategies with rising interest rates?

What are some ways investors should change their strategies with rising interest rates? A balanced portfolio, and one meant to withstand rising interest rates, includes

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July 1, 2022

Equitas Capital Advisors Derek Fossier mentoring the Tulane Algorithmic Trading Club

Equitas Capital Advisors President Derek Fossier mentoring the Tulane Algorithmic Trading Club Equitas Capital Advisors President Derek Fossier spent the Spring semester mentoring students in

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June 20, 2022

New Orleans CityBusiness Money Makers honors David Thomas

New Orleans CityBusiness honors David Thomas https://youtube.com/watch?v=vxuLQF5LBRIrel%3D0

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June 2, 2022

Equitas Capital Advisors Promotes Fossier, Hires Punyani

Equitas Capital Advisors Promotes Fossier, Hires Punyani New Orleans-based Equitas Capital Advisors has named Derek Fossier president and hired Rohit “Ro” Punyani to fill the

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June 1, 2022

Rachel Kaplan has been named president of Equitas Partners LLC

Rachel Kaplan has been named president of Equitas Partners LLC Rachel Kaplan has been named president of Equitas Partners LLC, the entity that manages the firm’s

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May 19, 2022

Living with higher interest rates

Living With Higher Interest Rates With the economy overheating, interest rates are rising. Equitas Capital Advisors President, Derek Fossier, speaks on WWL TV about how

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May 19, 2022

5 tips to protect your investment portfolio from rising interest rates

5 tips to protect your investment portfolio from rising interest rates The economy is hot. So hot, in fact, that it is overheating. The unemployment

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April 26, 2022

Equitas Announces the Hiring of Shepard A. Buckman

Equitas Announces the Hiring of Shepard A. Buckman David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT

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December 23, 2020

Equitas announces the addition of Nicholas S. Thomas

Equitas announces the addition of Nicholas S. Thomas David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced the hiring of Nicholas S. Thomas,

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February 7, 2020

Director of Investments Derek Fossier talks to U.S. News

Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and

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July 25, 2018

CEO David S. Thomas Talks To U.S. News

Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and

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February 18, 2018
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Equitas Capital Advisors, LLC

365 Canal Street   One Canal Place, Suite 3050   New Orleans, LA 70130
Phone: 504.569.9600   Toll Free: 866.797.4877   Fax: 504.569.9650

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