About ThirtyNorth - ThirtyNorth Investments, LLC

For two decades ThirtyNorth Investments, LLC has provided high net-worth individuals and their families, retirement plan sponsors, and non-profit endowments and foundations with objective investment guidance. With its hands on the pulse of the capital markets and a nuanced understanding of the needs of diverse individual and institutional investors, ThirtyNorth leverages deep industry expertise to help its clients navigate the extraordinarily complex marketplace of investment opportunities.

Founded in 1997, ThirtyNorth is a registered investment advisory firm based in New Orleans, Louisiana. It is independent, employee-owned, and unaffiliated with any parent company. Being located outside of a major money center translates to more than just physical distance; it provides another layer of perspective and embeds independence into who we are at ThirtyNorth. The Firm does not receive commissions for the recommendation or sale of investment products to its clients, thus its driving motivation is to put clients’ goals first by providing objective investment advice.

Suzanne T. Mestayer, CIMA®

Managing Principal, Senior Advisor

M.F. Gomila, Jr.

Principal, Senior Advisor

Mara Fortmayer

Client Service Manager, Director

Sarah Bomhoff, CFA, CIPM

Investment Strategist

Ken Milvid

Director of Operations

Chris Mire

Advisor

As a majority-women owned firm, ThirtyNorth is also well versed in the benefits of a diverse management team. The ThirtyNorth team is comprised of professionals with rich and diverse experience across the financial services industry, from wealth management within large institutional banks to boutique investment advisory services. ThirtyNorth combines the most recent market analytics with deep asset management expertise to guide clients.

Investing is different when you have a partner that is knowledgeable, trustworthy, and accessible. At ThirtyNorth, we hope you will have the peace of mind that your investments are being managed by trusted professionals that not only understand your financial goals and needs, but who share your values of integrity, honesty and transparency. At ThirtyNorth, we believe you do not need to sacrifice financial return for social return. Whether that means increasing retirement readiness in New Orleans and beyond, promoting diversity by investing in companies that are gender inclusive, or building wealth for the future, ThirtyNorth Investments is dedicated to working with each and every client to bring together money and meaning.

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