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Leadership
Iberia Capital Partners

Jefferson G. “Jeff” Parker

President

Jeff Parker serves as the President of IBERIA Capital Partners. He has been affiliated with IBERIABANK since 2001 when he joined the Board of Directors. Prior to joining IBERIA Capital Partners, Jeff was President of Howard Weil, Inc., a New Orleans-based equity research, investment banking, and trading firm focused on the energy industry, where he served in a number of capacities for 33 years.

Jeff has served on the FINRA District No. 5 Business Conduct Committee, as Chairman from 2007 – 2009. He is a licensed General Securities Representative (Series 7), General Securities Sales Supervisor (Series 8), General Securities Principal (Series 24), Registered Options Security Futures Principal (Series 4), Financial and Operations Principal (Series 27), Equity Trader Limited Representative (Series 55), Investment Banking Principal (Series 79), and Securities Agent (Series 63). He has been a member of the Securities Trade Association, Dallas Securities Dealers Association, and Louisiana Traders Association.

Jeff’s civic involvement includes a seat on the Board of Directors of Ochsner Health System, and he is a member the Ochsner Cardiovascular Board of Councilors. Jeff currently serves on the Executive Advisory Board of the Tulane Energy Institute as well as the New Orleans Business Council. He formerly served as President of the Board of Trustees of Trinity Episcopal School in New Orleans, on the Board of Trustees for the Blue Ridge School in Virginia, and was an Exchange Official of the American Stock Exchange.

Michael P. Miller

Managing Director

As Managing Director of IBERIA Capital Partners, Michael Miller is responsible for overseeing all aspects of the firm. Michael brings over 20 years experience to his position at IBERIA Capital Partners. Previously, Michael was a founding partner and Director of Sales at Southcoast Capital, and most recently, he held a management position at Howard Weil.

Michael’s civic involvement includes multiple roles with Isidore Newman School in New Orleans. Michael is a graduate of Tulane University, with a B.A. in economics and an MBA from Tulane’s Freeman School of Business. He holds the following licenses: General Securities Representative (Series 7), General Securities Principal (Series 24), Investment Banking Principal (Series 79), and Securities Agent (Series 63).

Clifton Worley

Managing Director, Investment Banking

Clifton “Cliff” Worley joined IBERIA Capital Partners at its inception in 2010. As Managing Director of the investment banking, Cliff oversees the origination and execution of all corporate finance transactions including, but not limited to, publicly-traded equity and debt offerings. Prior to joining ICP, Cliff served as a Vice President with Dahlman Rose & Co., a New York-based energy investment bank.

Cliff is actively involved in the energy community through his membership with the Independent Petroleum Association of America (IPAA) and the Louisiana Oil & Gas Association (LOGA). Cliff received his B.A. and MBA from Louisiana State University and currently holds the following security licenses: General Securities Representative (Series 7), Investment Banking Representative (Series 79), and Securities Agent (Series 63).

Robert J. MacKenzie

Director of Research

Robert MacKenzie joined IBERIA Capital Partners in July 2013. Prior to joining ICP, Robert worked for FBR Capital Markets from September 2002 through July 2013. He established FBR’s oilfield service and drilling coverage and was promoted to co-head the Energy group. Prior to that, Robert spent two and a half years as an associate analyst with Citigroup covering oilfield equipment and services companies, as well as land drilling contractors, and one year as an associate analyst with (Capital One) Southcoast Capital. Before entering the field of equity research, he spent six years at Schlumberger in field operations and management both offshore and onshore in several different service lines.

Robert received his BSc. in mechanical engineering from Queen’s University in Canada and received his MBA in finance from the Tulane University Freeman School of Business. He holds his General Securities Representative (Series 7), Securities Agent (Series 63), General Securities Principal (Series 24), Securities Research Analyst (Series 86), and Research Principal (Series 87) licenses.

David E. Beard, C.F.A.

Managing Director, Coal & Shipping/E&P Research

David Beard brings over 20 years of buy-side and sell–side experience to his position with IBERIA Capital Partners. He spent the last decade with Morgens, Waterfall, Vintiadis & Co. where he was a portfolio manager, focusing on energy, medical devices, and industrial stocks. Prior to that, he was a portfolio manager and analyst for Trainor, Wortham & Co, and lead research analyst covering the homebuilding industry at Credit Suisse First Boston.

David earned a B.A. in economics and political theory at Bowdoin College and received an MBA from Columbia Business School with a focus in accounting and finance. He holds his General Securities Representative (Series 7), Research Analyst (Series 86), Research Principal (Series 87), and Securities Agent (Series 63) licenses. He is also a Chartered Financial Analyst.

Earl A. “Trey” Stolz, III

Managing Director, Oilfield Services Research

Trey Stolz is the lead oilfield services analyst for IBERIA Capital Partners. Prior to joining the firm, Trey served in a dual equity research/institutional sales role with Rice Voelker, LLC in New Orleans. Previously, Trey was an investment banker for Capital One Southcoast and Dahlman Rose, where he focused on oilfield service transactions.

Trey earned a B.A. in economics from Stanford University and an MBA in finance and entrepreneurship from the Tulane University Freeman School of Business. He holds the following licenses: General Securities Representative (Series 7), General Securities Principal (Series 24), Research Analyst (Series 86), Research Principal (Series 87), Investment Banking Principal (Series 79), and Securities Agent (Series 63).

Craig J. Crespo

Managing Director, Equity Trading

As head of trading for IBERIA Capital Partners, Craig Crespo manages and supervises the trading department.. Previously, Craig spent over a decade as a senior equity trader at Capital One Southcoast. Prior to that, he started and managed the Battenkill New Orleans trading desk. Craig has established relationships with numerous trading desks nationwide and has extensive experience in trading, sales, and managing account relationships.

Craig holds the following licenses: General Securities Representative (Series 7), Securities Agent (Series 63), General Securities Principal (Series 24), Equity Trader Limited Representative (Series 55), and Investment Banking Principal (Series 79). He attended the University of New Orleans where he received his B.S. in business administration and M.A. in economics.

Louis C. Passauer

Chief Compliance Officer

As Chief Compliance Officer, Louis Passauer is responsible for managing and overseeing all compliance issues within IBERIA Capital Partners. Louis has over 25 years experience in the securities industry. Previously, he served as Chief Compliance Officer for three different broker/dealers. He also held the position of Special Investigator with the NASD (now FINRA) for 12 years.

Louis has attained the following securities licenses: General Securities Representative (Series 7), General Securities Principal (Series 24), Financial and Operations Principal (Series 27), Research Principal (Series 87), Registered Options and Security Futures Principal (Series 4), Investment Banking Principal (Series 79), and Investment Advisor Agent (Series 66).

A native of New Orleans, Louis graduated from Louisiana State University with a B.S. in accounting. He has been a licensed Certified Public Accountant (CPA) for 40 years and is a member of the American Institute of CPA’s and Society of Louisiana CPA’s. Louis also served as a Captain in the US Air Force Reserve. He belongs to several civic, church, and fraternal organizations.