Fritz Gomila

Principal, ThirtyNorth Investments working with high net-worth clients, specialist in consulting with retirement plans

Role
Principal at ThirtyNorth Investments, LLC
Location
New Orleans, LA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Fritz Gomila

I lead ThirtyNorth Investments’ business development efforts driven to deliver excellent investment advisory services to clients while developing long-term relationships. I bring a diverse background of experience to each client relationship recognizing that no client has the same needs, goals or circumstances. I also serve on ThirtyNorth’s investment committee.In addition to working with individuals and families, I specialize in employer-sponsored retirement plans – 401(k), 403(b). An active member of the Association of Employee Benefit Planners of New Orleans, my areas of expertise are:• 3(21) investment advisory services including fund lineup recommendations• Leading RFPs for service providers• Monitoring performance and pricing of plan service providers• Consulting on operational matters• Investment Policy Statement review and maintenance• Advising in periodic plan review meetings• Plan conversion from one provider to another• Participant enrollment, education and consultationPrior to joining the ThirtyNorth Investments team in 2010, I developed a breadth of experience primarily in the financial services industry with in depth exposure to analysis, transactions, valuations, equity offerings and sales. I draw upon my experience in the Investment Banking, Real Estate, Insurance and Distribution industries regularly as I advise clients.An active member of the New Orleans community, I have focused on serving non-profits in the education and social services arenas. I served on the board of The Choice Foundation and am a past Treasurer. I served as Chair of the Board of Trustees at Trinity Episcopal School and was a member of the Board of Kingsley House.I am an avid outdoorsman with a passion for duck hunting. I am a baseball fan who enjoys watching games from Little League to the MLB. I also enjoy spending time on the water in Maine with my wife and three children.

Experience

  1. Principal

    ThirtyNorth Investments, LLC

    Oct 2010 — Present · New Orleans, LA, US

Education

  • Tulane University - A.B. Freeman School of Business

    Master of Business Administration (MBA)

    1997 — 1999

  • University of Virginia

    Bachelor of Science (BS)

    1987 — 1991

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Fritz Gomila — Principal at ThirtyNorth Investments, LLC in New Orleans, LA, US | Unifers