Our Team of Professionals

Our people are our greatest asset. In an industry that is critically dependent on the experience of its people, Crescent Capital Consulting proudly presents our professionals for your review and consideration. Professional designations include Certified Investment Management AnalystSM (CIMA®)1, Chartered Financial AnalystSM (CFA®)2 and Certified Financial PlannerTM (CFP®)3.

 Management
Andrew B. Wisdom
President








Biography
  Luis C. Zervigon, CFP®
Vice President
Chief Operating Officer







Biography
Bryan W. Fitzpatrick
Vice President








Biography
  Sheridan B. Grace
Chief Financial Officer
Chief Compliance Officer







Biography
 Consultants
R. Ryan Adkerson
Investment Management Consultant








Biography
  Hyder Brewster
Investment Management Consultant






Biography
Michael H. deYoung
Investment Management Consultant








Biography
  Odom B. Heebe, Jr.
Investment Management Consultant






Biography
Lois B. Pendergrass, CIMA®
Investment Management Consultant








Biography
     
 Analysts
Lisa T. Keleher, CFA®
Director of Consulting Research
Senior Analyst






Biography
  Pierce M. Wisdom
Analyst







Biography
 Operations
Patrick M. Mendelson
Director of Operations





Biography
  Tonda Pierre
Operations Administrator





Biography
Toni Myers
Administrative Services





Biography
  Ashley Guidry
Receptionist





Biography

1Certified Investment Management Analyst®: The CIMA® certification reflects experience, education, examination, and ethical standards. Those who have earned the CIMA certification have at least three years of experience in financial services, have passed an extensive background check, have completed a demanding two-step, graduate-level program of study, and have passed a comprehensive examination.

2Chartered Financial AnalystSM: The CFA® charter is a qualification for finance and investment professionals, particularly in the field of investment management and financial analysis of stocks, bonds and their derivative assets. The program focuses on portfolio management and financial analysis, and provides generalist knowledge of other areas of finance.

3Certified Financial PlannerTM: The CFP® designation requires candidates to master a list of nearly 100 topics on integrated financial planning including the principals of finance, investment planning, estate and gift-tax transfer planning among others.