Director of Operations
Executive Administrator

Trina St. Julien has served in the financial services industry in a wide variety of positions for over 37 years. A native of New Orleans, she began her career at Merrill Lynch in 1983 and later relocated to Columbia, SC as Assistant Operations Manager. Trina returned to New Orleans in 1998 and joined our group a year later, bringing not only a high level of professional and personal commitment to our clients, but extensive experience in operational and administrative services. Prior to joining the Equitas Capital family again, she worked for Capital One Southcoast, Inc. where she provided administrative/operational/ financial service support to the top institutional equity sales producers and trading staff. She is a mother of four children and a grandmother of three grandchildren. Trina and her family make their home in New Orleans.

Articles by this Author


My grandmother was born in 1898 when Oklahoma was still an Indian territory.  The amount of innovative inventions and new technology developed in […]

KnowRisk Coronavirus Update

These are no doubt the “interesting times” from the old Chinese proverb.  As discussed before, bull markets die from trigger points and not […]


The coronavirus is the big news of 2020.  Originally thought an airborne virus which can be contained by masks, corona is now believed to be […]


A Decade in Review

At New Years’ Eve in 2009, the mood was somber yet cautiously optimistic as the S&P500 had rebounded halfway from […]


David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT to the company as a Senior […]

Pick Your Pivot Point

Growth has the Momentum

For this KnowRisk Report, we are undertaking some research on the pivot points between the Growth and Value […]

Yield Curve Inversion

While the 1st Quarter 2019 saw a much-welcomed V-shape recovery from the 4th Quarter 2018 decline, there are still a few clouds hanging […]

Active and Passive Money Management

A line between active and passive investment funds is set to cross next year.   Since the end of 2006, investors have withdrawn […]

The Cyclicality of Style and Location

The capital markets have grouped equities into two main divisions: Growth and Value.  These two groups are differentiated by the “style” of the […]