About Our TeamEach member of Doucet Asset Management brings unique talents to the team. We work very closely together to ensure that every client consistently receives outstanding personal service. We believe that our clients should have a relationship with every member of our firm.
CEO and Portfolio Manager
Chris is the Founder of Doucet Asset Management, the Managing Partner and Head Portfolio Manager of the firm. From the initial client meeting to the selection of securities, Chris is involved in all aspects of each client portfolio.
Chris began his financial career as an assistant municipal bond trader on Wall Street in 1987. Throughout his career, he has had experience in virtually all aspects of the financial services industry including both equity and bond trading, portfolio management, institutional and retail brokerage, equity and fixed income research, investment banking and back office operations.
Chris graduated from McNeese State University, attended Tulane University Law School, is a Series 7, 63, 65 and insurance registered representative of Institutional Securities Corporation.
Chris has also been involved in many outside business endeavors including Executive Producer of the gold record single “New Age Girl,” Godfather of Tribe Magazine, CEO of several other companies and has served on the Boards of over 20 companies and charities both public and private.
Chris is married to Suzette and father of three children, Jean-Paul, Genevieve and Marguerite. Chris is a self-proclaimed business “junkie” who also enjoys travelling, writing and sports of all kinds.
Email Chris: email@example.com
Suzette is a co-founder and partner of Doucet Asset Management and she serves as its CFO as well. She provides on-going support and expertise to the team in establishing and meeting goals and objectives at the firm while providing accountability. She regularly reviews and updates the firm’s strategic plan. Suzette also oversees most of the firm’s HR functions.
Suzette is a graduate of Boston College and began her career as an investment banker in the mergers and acquisitions division of Salomon Brothers in New York in 1994 and later moved into private equity where she analyzed and advised on many deals.
Suzette is married to Chris and mother of three children, Jean-Paul, Genevieve and Marguerite. She is involved in many community and philanthropic activities. She and Chris enjoy travelling and any water-related activity.
Email Suzette: firstname.lastname@example.org
Director of Client Relations
Rebecca serves as Director of Client Relations and Office Manager. She is the quarterback to assure a high quality customer experience and in charge of all back office operations and compliance. She works with clients to make sure all of their needs are met including updating clients on their portfolio positioning, assisting with client portfolio monitoring tools, leading client reviews and specific client inquiries.
Rebecca joined Doucet Asset Management in 2007 after a career which included 18 years of business operations experience. She has held management positions focused on client service, operations, and compliance as well as Senior Accountant and Controller positions.
Rebecca received her B.A. in Economics with a concentration in Finance from the University of Maryland and is a Series 7, 66 and 24 registered representative of Institutional Securities Corporation.
Rebecca is married to Jamie Purvis and enjoys college football, visiting the beach, CrossFit, and weekends on the lake.
Email Rebecca: email@example.com
CLU, ChFC, LUTCF
Brian started in the financial services industry in 1986.
His disciplines include helping small business owners protect and maximize the value of their business, retirement income and health care planning, and assisting in family stewardship. Brian has served as Vice President for several large life insurance companies over his career. He earned his Chartered Life Underwriter designation in 1994 and Chartered Financial Consultant designation in 1995. Brian holds his series 7, registrations with Institutional Securities Corporation.
- Life Insurance
- Key Man Insurance
- Long term Care Insurance
- Disability Insurance
- Retirement Plans
- Business Strategies
Email Brian: firstname.lastname@example.org
CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™
Melissa has a Bachelor of Arts degree from the University of Texas at Arlington. Melissa holds her series 7, series 66 registrations with Institutional Securities Corporation, insurance licenses, is a CERTIFIED FINANCIAL PLANNER, as well as a Certified Divorce Financial Analyst.
Melissa enjoys volunteering in the community with various organizations such as the Financial Planner’s Association Pro-bono Program, as well as Junior Achievement and the Boys and Girls Club.
Melissa began her financial career in early, 2004.
- Retirement Planning,
- Financial Planning,
- Educational Planning
- Estate Planning
- Insurance Strategies
- Tax Strategies
Email Melissa: email@example.com
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