Rice Voelker is now TraceEquity
CORY ARMAND
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Cory is the managing partner and has been with the firm since 2004. He previously held the position of Senior Vice President of GulfStar Group, an investment banking and private equity investment firm based in Houston, Texas. Prior to joining GulfStar Group in 1998, he served as Vice President of First Commerce Corporation of New Orleans, Louisiana (now Chase) and as Manager of Financial Reporting of CII Carbon, L.L.C. of Houston, Texas. He earned a BA in economics and graduated magna cum laude from Tulane University in 1991. He also earned an MBA from Tulane University's A.B. Freeman School of Business with honors in 1997.
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(985) 898-3958
cory@trace-equity.com
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BEN JOSEPH
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Ben is a partner and has been with the firm since 2007. Prior to joining the firm, Ben worked at Avondale Partners from 2004 to 2007 as an Associate Analyst covering the Business Service/Government Outsource industry. Ben received his BS in Finance with a concentration in Investments from Louisiana State University.
(985) 898-3959
ben@trace-equity.com
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SANDY BRASHER
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Sandy has been with the firm since 2015 after 10 years on the buy side, where he was a principal at Water Street Capital, Elm Ridge Management and a Co-Founder and Managing Principal of West Road Capital. Prior to joining the firm in 2000, he served in the institutional equity divisions at Jefferies & Co., Rauscher Pierce Refsnes and Johnson Rice, and previous to that, started his career as an analyst and associate in investment banking in New York. He earned a BA in Economics and English from The University of Texas at Austin, and an MBA from Vanderbilt University’s Owen Graduate School of Management.
(985) 898-3953
sandy@trace-equity.com
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SCOTT MADDEN
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Scott has been with the firm since 2014. Prior to joining the firm, he was an analyst for over six years at FreeGulliver, a boutique multi-family office in New Orleans, where he focused on investment research and portfolio management for wealth management clients and the company’s fund of funds. Scott received both his bachelor’s degree and master’s degree in finance from Tulane University’s A.B. Freeman School of Business. Scott also holds the Chartered Financial Analyst ® designation, receiving his charter in 2012, and served on the Board of Directors of the CFA Society of Louisiana from 2013-2023.
(985) 898-3952
scott@trace-equity.com
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ALEX AGUILAR
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Alex joined the firm in 2023. Prior to joining the firm, he worked as an analyst for the investment banking M&A department of Chaffe & Associates, Inc. Alex holds a Master’s in Finance from Tulane University’s A.B. Freeman School of Business and received his bachelor’s degree from Louisiana State University’s E.J. Ourso College of Business. Outside of his professional pursuits, Alex serves as Treasurer of the nonprofit organization YPE New Orleans.
(985) 898-3963
alex@trace-equity.com
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ADAM PARRIE
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Adam is the Chief Compliance Officer and has been with the firm since 2023. Prior to joining the firm, he was a regional supervisory principal with Waddell & Reed (later acquired by LPL) and Prospera Financial Services. He earned a BS in Management and graduated Summa Cum Laude from Baker University in 2017. He also earned a MBA-Finance and graduated with honors from Park University in 2019. He has an Accredited Investment Fiduciary (AIF®) designation from Broadridge Fi360.
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(985) 898-3957
adam@trace-equity.com
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DALTON LAMBERT
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Dalton is a partner and has been with the firm since 2001. Prior to joining the firm, he worked at Johnson, Rice & Co. in New Orleans as a Research Analyst before moving to the trading desk. His duties include day-to-day financial operations as well as information technology. Dalton attended Louisiana State University and Tulane Universities earning his Bachelor of Science degree in Computer Information Systems. He also received his Masters of Business Administration from Loyola University.
(985) 898-3950
dalton@trace-equity.com
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