Luis Zervigon is a wealth management financial advisor based in New Orleans, LA.
CAPTRUST welcomed Luis in 2021, and he serves as a principal and financial advisor. In that role, Luis is responsible for helping high-net-worth individuals and families manage their financial affairs, focusing on portfolio construction and investment advisor selection and monitoring. He also specializes in institutional portfolio management for endowments, institutions, and partnerships.
Luis joined CAPTRUST from Crescent Capital Consulting, an investment management consulting firm for which he was a founding partner. Luis is a CERTIFIED FINANCIAL PLANNER™ practitioner who holds Master of Business Administration and Master of Arts degrees from Tulane University. He also earned Bachelor of Science and Bachelor of Arts degrees from American University.
In his community, Luis is the president of the Keller Family Foundation and a trustee and secretary of the RosaMary Foundation. He also serves on the board of Covenant House New Orleans and the Louisiana Policy Institute for Children.
Outside of work, Luis enjoys spending time with his family and friends, golfing, and go-karting.
Education
- Master of Business Administration degree from Tulane University
- Master of Arts degree in Latin American studies from Tulane University
- Bachelor of Science degree in business administration with a minor in accounting from American University
- Bachelor of Arts in Spanish language studies from American University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Industry Involvement
- Member, New Orleans Estate Planning Council
Memberships
- President, Keller Family Foundation
- Trustee and secretary, RosaMary Foundation
- Board member, Covenant House of New Orleans
- Board member, Louisiana Policy Institute for Children