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Apma Matt Rodrigue

Chief Investment Officer at Truwealth Advisors, LLC

New Orleans, LA , United States

About

Matt Rodrigue, APMA®, CRPC®, is the Chief Investment Officer at TruWealth Advisors, LLC, based in New Orleans, Louisiana. In this role since January 2022, he leads the firm's investment strategy, oversees asset management, and is responsible for securities analysis and the design of custom asset allocation models tailored to client objectives. Rodrigue specializes in portfolio management across equities, fixed income, and alternative investments, actively managing diverse client assets within high-net-worth, institutional, and corporate portfolios.

Before becoming CIO, Rodrigue served as Senior Investment Strategist at TruWealth Advisors, where he developed and refined the firm’s investment frameworks. His prior experience includes significant roles at major asset managers such as Invesco and Columbia Threadneedle, and as Vice President of Institutional Trading at Iberia Capital Partners, equipping him with deep expertise in capital markets and trading operations. At TruWealth, his focus extends to comprehensive securities analysis and the implementation of tailored multi-asset investment strategies.

Rodrigue holds a Bachelor of Science in Accounting from the University of Alabama and is an alumnus of Jesuit High School in New Orleans. In addition to his professional accomplishments, he serves as a board member for Armelise Planting Company and is active in philanthropic endeavors with the Drew Rodrigue Foundation. He is recognized for his expertise in asset allocation, institutional trading, and security analysis within public equities, fixed income, and alternative asset classes.

Career History

OrganizationRoleDate RangeDetails
TruWealth Advisors, LLCChief Investment OfficerJan 2022 to Present
TruWealth Advisors, LLCSenior Investment StrategistJan 2018 to Jan 2022
RIA-Asset Management and Financial Planning firm with $2.5B AUM
Armelise Planting CompanyBoard MemberFeb 2024 to Present
Rodrigue-Dugas Family Sugarcane Landowner Business established in 1898.
Iberia Capital PartnersVice President Institutional TradingJan 2014 to Jan 2018
Sell-Side Energy Research
Invesco USSales ConsultantJan 2013 to Jan 2014
Columbia Threadneedle Investments, USRegional Sales DirectorNov 2012 to Nov 2013
Cadinha & Co., LLCHead TraderAug 2008 to Jan 2012

Education

University of Alabama

B.S, Accounting

2002 2006

Jesuit High School- New Orleans

1998 2002

Skills & Expertise

Equities
Investments
Series 63
Equity Trading
FINRA
Fixed Income
Mutual Funds
Securities
Uniform Combined State Law
Alternative Investments
Investment Advisory
Asset Allocation
Investment Strategies
Portfolio Management
Series 65
Series 7
series 55

Others at Truwealth Advisors, LLC (1)

NameRoleLocation
Jackson Young
Jackson Young
TraderNew Orleans, LA , United States

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