EXECUTIVE ADVISORY BOARD
David Selig – Strategic Partner
CEO & Founder, Advice Dynamics Partners
David has over 20 years experience in M&A, management consulting, and financial services. For Advice Dynamics Partners’ buy-side and sell-side clients, David serves as a champion and advocate as he shepherds them through complex transactions. David has authored two whitepapers on the subject of mergers & acquisitions, one each for Fidelity Institutional Wealth Services and for Schwab Advisor Services. He is regularly quoted in the press, including Dow Jones Newswires, Financial Planning Magazine, OnWallStreet, and RIABiz. David is a regularly featured speaker on mergers, acquisitions, and succession planning at conferences and industry events around the country.
Prior to founding Advice Dynamics Partners, David worked for Pershing Advisor Solutions, a division of Bank of New York Mellon, where he provided consulting and asset custody solutions to registered investment advisors. David also worked for Deloitte Consulting from 1997-1999 and for technology startups from 2000-2002.
David holds a Bachelor of Arts degree in Film Studies from University of California at Santa Barbara and a Masters of Business Administration in Strategy and Management of Organizations from the Graduate School of Business at Columbia University.
Suzanne T. Mestayer
Suzanne T. Mestayer is Managing Principal of ThirtyNorth Investments, LLC, an independent Registered Investment Advisory firm with offices in New Orleans and Baton Rouge, Louisiana. She serves as Portfolio Manager of ThirtyNorth’s Women Impact Strategy, a gender lens investment option comprised of publicly traded securities.
Suzanne is also a member of the boards of Sanderson Farms, Inc., a NASDAQ listed company and the Pan-American Life Insurance Group. Previously, she was President of the New Orleans market for Regions Bank, where she was responsible for all activities in four city markets. Other past experience includes creating a Wealth Management group of a regional bank and serving as Partner in Arthur Andersen & Co worldwide partnership where she was a member of the firm’s Family Wealth Planning specialty team.
A graduate of Louisiana State University, Suzanne holds the CIMA® certification, administered by the Investments and Wealth Institute®, is registered as an Investment Advisory Representative and is a CPA-Inactive. She is the recipient of numerous awards for her many years of non-profit service, and currently serves on the boards of the Ochsner Health System, The National World War II Museum, and the Business Council of New Orleans.
Gerald L. Seizert
Gerald L. Seizert has been Chief Executive Officer of Seizert Capital Partners, L.L.C. since forming the Company in 2000 with Edward Eberle and Charles Schmidt. He directs the equity disciplines of the firm and serves as portfolio manager to a select group of clients. Prior, Gerald served as Managing Partner and Chief Investment Officer – Equities for Munder Capital Management, L.L.C., and was also Co-Chief Executive Officer of Munder from 1998 – 1999. Prior to Munder, Gerald was the Managing Partner of Loomis, Sayles & Co., L.P. in their Detroit office, was a member of the firm’s Board of Directors, and served on the firm’s Investment Policy Committee. Prior to 1984, Gerald was Vice President and Portfolio Manager at First of America Bank.
Gerald is a Chartered Financial Analyst and Chartered Investment Counselor. He is a graduate of The University of Toledo, with Master’s and Bachelor’s degrees in Business Administration, majoring in Finance. He is a member of the Financial Analyst Society of Detroit. He is also a director of the Advent/Claymore Funds, where he serves as the Chairman of the Audit Committee.
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