Advisors at this firm
Nicholas T
CFP®, Series 66
New Orleans, LA
ThirtyNorth Investments, LLC
Nicholas Trappey is a CFP® with 16 years of industry experience. He is currently with ThirtyNorth Investments, LLC, where he has worked since 2026, following nine years at Pelican Wealth Management and two years at Summit Financial Wealth Advisors. ThirtyNorth Investments serves individual and high-net-worth clients, including IRAs, trusts, estates, and qualified retirement plans. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and it manages a Women Impact Strategy aimed at maintaining gender-representation benchmarks.
Moylan G
Series 65
New Orleans, LA
ThirtyNorth Investments, LLC
Moylan Gomila is a financial advisor at ThirtyNorth Investments, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with ThirtyNorth since 2010. Outside of his advisory role, he is a member of GF Group, LLC, a holding company with investments in real estate and a private equity fund. ThirtyNorth Investments serves individual and high-net-worth clients, including IRAs, trusts, estates, and qualified retirement plans. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and offers specialized strategies such as a Women Impact Strategy to address gender representation.
Sarah B
CFA®
New Orleans, LA
ThirtyNorth Investments, LLC
Sarah Bomhoff is a CFA® charterholder with six years of industry experience. She has worked at ThirtyNorth Investments, LLC since 2019 and previously spent six years at Scout Investments. ThirtyNorth Investments serves individual and high-net-worth clients with services including portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm uses a committee-driven investment process focused on strategic, global asset allocation and offers specialized strategies such as the Women Impact Strategy, which targets gender representation benchmarks.
Kenneth M
Series 65
New Orleans, LA
ThirtyNorth Investments, LLC
Kenneth Milvid is a financial advisor at ThirtyNorth Investments, LLC with one year of industry experience. He holds the Series 65 designation and has worked at ThirtyNorth since 2022. Prior to this, he has been the owner and principal of NOLA Veteran Ventures, LLC dba Capstone Professional Resources since 2018, a business providing facilities support and wholesaling services for federal government agencies. ThirtyNorth Investments serves individual and high-net-worth clients, offering discretionary and limited non-discretionary portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm employs a committee-driven investment process focused on strategic, global asset allocation using mutual funds, ETFs, individual securities, and structured notes where appropriate.
Suzanne M
Series 65
New Orleans, LA
ThirtyNorth Investments, LLC
Suzanne Mestayer is a financial advisor with ThirtyNorth Investments, LLC in New Orleans, LA, holding a Series 65 designation and 15 years of industry experience. She has been with ThirtyNorth since 2010 and also works with Advisean Partners, LLC. Suzanne serves on the board of Pan American Life Insurance Group, a mutual insurance company distributing life and health insurance products across the Americas. ThirtyNorth Investments serves individual and high-net-worth clients, offering discretionary and limited non-discretionary portfolio management, retirement plan consulting, financial planning, and institutional consulting. The firm follows a committee-driven investment process focused on strategic global asset allocation using mutual funds, ETFs, individual securities, and structured notes, and manages a Women Impact Strategy designed to maintain gender-representation benchmarks.
