Sign In
Get Clay Free →

Suggestions

    Fritz Gomila

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

    Professional Background

    Fritz Gomila is a seasoned expert in the field of investment advisory services, currently leading the business development efforts at ThirtyNorth Investments. Here, he is dedicated to delivering exceptional investment advice to clients while fostering long-term relationships aimed at meeting their unique financial needs. Recognizing that each client has distinct goals and circumstances, Fritz excels in personalizing financial strategies that align with their visions for the future. Additionally, he is a vital member of ThirtyNorth’s investment committee, contributing his informed insights toward better investment decisions for the firm.

    Fritz's expertise is not limited only to individuals and families. He holds a specialization in employer-sponsored retirement plans, adeptly managing 401(k) and 403(b) plans. His role extends beyond basic advisory services, as his active participation in the Association of Employee Benefit Planners of New Orleans showcases his commitment to continuous learning and engagement within the financial community. His technical proficiencies include offering 3(21) investment advisory services, leading Requests for Proposals (RFPs) for service providers, monitoring performance metrics, consulting on operational matters, reviewing and maintaining investment policy statements, and conducting periodic plan review meetings. In addition, he expertly handles plan conversions and educates participants about their plans, ensuring they are well-informed of their options.

    Before joining ThirtyNorth Investments in 2010, Fritz amassed a wealth of experience in the financial services sector, with a distinguished background founded on analysis, transactions, valuations, equity offerings, and sales. Drawing from his extensive knowledge gained across multiple industries—including Investment Banking, Real Estate, Insurance, and Distribution—Fritz is well-equipped to offer a holistic approach in addressing client needs, ensuring they receive strategic advice that is comprehensive and informed.

    Education and Achievements

    Fritz's academic foundation is robust, having completed his Master of Business Administration (MBA) with a focus on Finance at the prestigious Tulane University - A.B. Freeman School of Business. This advanced education has equipped him with a strong analytical framework essential for understanding complex financial environments and markets. Additionally, Fritz holds a Bachelor of Science (BS) degree in Commerce from the well-regarded University of Virginia, from where he developed a solid grounding in business principles and practices that have served him throughout his career.

    Community Engagement

    Beyond his professional achievements, Fritz is an active member of the New Orleans community, dedicating time towards supporting various non-profit organizations concentrated on education and social services. He has served on the board of The Choice Foundation, where he provided valuable oversight and strategic direction as a past Treasurer, demonstrating his commitment to improving educational opportunities for local children. Furthermore, Fritz chaired the Board of Trustees at Trinity Episcopal School, showcasing his strong leadership capabilities and desire to contribute positively to the educational landscape.

    His dedication to community service is also evident from his involvement with the Kingsley House Board, further underlining his belief in the importance of giving back to the community and enhancing the lives of others.

    Personal Interests and Hobbies

    Outside of his professional and community pursuits, Fritz enjoys a rich tapestry of personal interests that includes being an avid outdoorsman. He harbors a sincere passion for duck hunting, relishing the time spent in nature. Fritz is also a major baseball fan, appreciating the sport from Little League matches right up to Major League Baseball games, where he enjoys immersing himself in the excitement and camaraderie that sports often engender. In his personal time, he takes great pleasure in spending quality moments on the water in Maine alongside his loving wife and three children, cherishing the bonds of family and nature.

    In summary, Fritz Gomila is a multifaceted professional who thrives on building enduring client relationships in the investment advisory space. Through his dedication to personalized service, expert knowledge, and active community involvement, he continues to make significant contributions both professionally and personally. Clients and colleagues alike benefit from his insights and experiences, fostering a culture of trust, respect, and collective success at ThirtyNorth Investments.

    Related Questions

    How did Fritz Gomila develop his expertise in investment advisory services?
    What leadership roles has Fritz Gomila held within the Association of Employee Benefit Planners of New Orleans?
    How does Fritz Gomila customize financial strategies for diverse clients at ThirtyNorth Investments?
    What impact has Fritz Gomila made through his community service initiatives in New Orleans?
    How does Fritz balance his professional responsibilities with his personal interests, such as duck hunting and family activities?
    Fritz Gomila
    Add to my network

    Location

    New Orleans, Louisiana, United States