Biographies
W. HOWARD THOMPSON, CFA®, CFP®
Howard is President and Chief Investment Officer for Crescent Sterling, Ltd. Prior to founding Crescent Sterling, he was with JMC Capital Management, Inc. for eight years, serving as the Director of Research and as a portfolio manager. His financial and accounting experience also include his position on the Tax Staff of Arthur Andersen & Co., and his economic background includes his position as Staff Manager for South Central Bell where he was responsible for economic and system demand forecasts.
Howard received a Bachelor's Degree in Industrial Management from the Georgia Institute of Technology and a Master of Business Administration with areas of concentration in accounting and economics from the University of New Orleans.
He has attained the CFA Institute's Chartered Financial Analysts designation; Howard is also a Certified Public Accountant (inactive), Certified Financial Planner and Certified Management Accountant.
Howard is a member of the CFA Institute, a member and past President of the CFA Society of New Orleans, past chairman and member of the Investment Committee of the United Way of Greater New Orleans, a member of the National Association of Business Economists and the organization's Financial Round table, a member and past President of the New Orleans Council of Business Economists, and a member of the Louisiana Society of CPA's and the New Orleans Society of CPA's.
HELEN E. GRAF, CFP®, CDFA®
Helen is the Executive Vice President, and a Portfolio Manager for Crescent Sterling, Ltd. Prior to forming Crescent Sterling, Ltd., she was with JMC Capital Management, Inc. for eight years, where she served as a portfolio manager and a member of the Investment Committee. She was also responsible for Fixed Income Investments.
A native of San Antonio, Texas, she received both her Bachelor of Arts and Masters of Business Administration from Southern Methodist University.
Her professional qualifications include her designation as a Certified Financial Planner, Certified Divorce Financial Analyst, membership in the CFA Institute and member of the CFA Society of New Orleans where she serves as President. She is also a member of the International Academy of Collaborative Professionals (IACP), the Collaborative Professionals Group of Southeast LA., LLC (CPGSEL) and the New Orleans Estate Planning Council (NOEPC). Prior employment was as an analyst with a local financial institution and as a manager with an international airline.
Helen is also a member of Gulf Coast Society of CFP’s, the Institute of Certified Financial Planners, the International Association of Financial Planning, and the Association of Family and Conciliation Courts.
MICHAEL NOBILE, CFP®
Mike is a Vice President and serves as Director of Business Development for Crescent Sterling. Prior to joining Crescent Sterling, Ltd., Mike was with TD Ameritrade for three years where he served as Branch Manager of their New Orleans office. In addition, he was with Charles Schwab for over 15 years serving as Regional Manager and Branch Manager. He has served as an industry arbitrator for the NASD for 15 years.
Mike obtained a Bachelor of Science Degree in Finance from Nicholls State University and his MBA with a concentration in Finance from the University of New Orleans.
JAN T. MILAN
As Client Services Manager, Jan is responsible for all client administrative information and records. Prior to her joining Crescent Sterling in 1992, she held investment related administrative positions with both The Equitable Financial Companies and Howard, Weil, Labouisse, Friedrichs, Inc. Jan was born in San Antonio, Texas, but is considered a New Orleans "native." She attended the University of New Orleans.
LINDA N. BOUDREAUX
Linda is Investment Accounting Administrator for Crescent Sterling Ltd. and is responsible in that position for client investment accounting records. Her work experience includes over 14 years in accounting positions with two companies in New Orleans. Linda joined Crescent Sterling in 1994.