Tristram Millard

Tris works closely with individuals, families, family offices, and foundations formulating and implementing investment strategies designed to achieve the financial goals of his clients. Tris has over two decades of experience and manages a limited number of client relationships alongside a team of specialists who advise on investments, trusts and estates, credit, and traditional banking.

Originally from New Hampshire, Tris graduated from the University of Vermont in 1999 with a BA in Political Science. He started his career in the financial services industry in New York, then moved to New Orleans and earned his MBA from Tulane University’s A.B. Freeman School of Business with a concentration in finance and energy. While at Tulane, Tris worked for Johnson Rice & Co. in the equity research department. Immediately after earning his MBA, Tris joined an Independent Registered Investment Advisor in Portland, OR until he was drawn back to New Orleans. He was most recently with J.P. Morgan Private Bank, where in addition to his client responsibilities, he managed the analyst program, served on the Energy Sector Committee and was instrumental in developing J.P. Morgan’s practice in North Mississippi and Southwest Louisiana.

Both Tris and his family fell in love with New Orleans and have committed to making South Louisiana their home. In addition to spending time exploring his adopted city with his wife and two sons, Tris enjoys working on and riding motorcycles.