Advisors at this firm
Mitchell B
CFP®, Series 66
New Orleans, LA
Dumaine Investments LLC
Mitchell Bordelon is a financial advisor at Dumaine Investments LLC in New Orleans, LA, holding the CFP® designation and Series 66 license with 12 years of industry experience. His prior roles include positions at Crescent Sterling, Ltd and Hancock Bank, where he also worked with Hancock Investment Services, Inc. Mitchell’s background spans both banking and investment services. Dumaine Investments provides investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes advice and portfolio allocations based on client objectives, risk tolerance, and liquidity needs, with a focus on both public and private investment opportunities, including private real estate placements and tailored portfolios.
Clifford F
CFP®, CFA®
New Orleans, LA
Dumaine Investments LLC
Clifford Favrot is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Dumaine Investments LLC, where he has worked since 2019, following 16 years at Delta Financial Advisors, L.L.C. Outside of his advisory role, he holds a non-controlling minority ownership in CDJ Apartments LLC, a family-related entity to which he also provides advisory services. Dumaine Investments offers investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, risk tolerance, and liquidity needs, with a focus on private real-estate placements including Opportunity Zone Fund investments and Delaware Statutory Trusts.
