About WealthHarbor Capital Group
We help clients simplify important financial decisions with experienced, objective advice. As an independent registered investment advisor, our work is centered on each client’s best interests—not proprietary products or sales incentives.
Through investment advisory, retirement plan consulting, and family office services, we provide tailored guidance for individuals, families, business owners, and organizations. Our goal is to bring clarity, coordination, and confidence to every stage of your financial life.
Meet The Team
Brandon Grandbouche, QPFC
Managing Partner
Brandon is a native of New Orleans and is a graduate of Louisiana State University in 2001. Brandon works as an Investment Advisor and consultant to qualified plans, foundations, trusts, estates and individuals. His previous experience included the review and evaluation of investment vehicles, the discussion and implementation of asset allocation changes, the evaluation and discussion of macro and micro economic trends, the evaluation of outside research, and the compilation of proprietary research. His past endeavors also include extensive experience managing the assets of and consulting to qualified plans and he has earned the professional designation of Qualified Plan Financial Consultant (QPFC) from the American Society of Pension Professionals and Actuaries (ASPPA).
Brandon, his wife and three children reside in Metairie.
Brian Currie
Chief Investment Officer
Brian is the Chief Investment Officer with WealthHarbor Capital Group. He has over 19 years in the financial service industry working with institutions and private wealth clients. Brian began his career with Entergy managing their fixed income investments. He then worked for Capital One, Hancock Whitney and Iberiabank in wealth management where he provided portfolio management, equity research and trading.
Brian holds a Bachelor of Science in Marketing from Louisiana State University and earned his Master of Business Administration from the University of New Orleans with a concentration in Finance. He also currently holds his Series 65 license.
Brian and his wife Ann Marie, reside in Metairie with their daughter, Adrienne and two sons, Jacob and Andrew.
Bryan Hayes
Managing Director - Family Office
Bryan has held a CERTIFIED FINANCIAL PLANNER(r) professional designation since 2019. He also holds a Bachelor of Science in Finance from Tulane University and a Masters of Business Administration from the University of New Orleans. From a licensing perspective, Bryan maintains his SIE, Series 66, Series 7, and Louisiana Insurance Life & Health. Bryan is a member of the Fore! Kids Foundation.
Bryan and his wife, Kristen, reside in Metairie with their four children. Bryan and Kristen believe in support and involvement in their community. In addition to the organizations mentioned previously, some of the other organizations Bryan and Kristen support are Stride & Strive, Miracle Feet, Catholic Community Foundation, St. Michael Special School, and United States Veterans Service Dogs.
Michael Fischer
Managing Director - Family Office
Michael holds a Bachelor of Business Administration from the University of Notre Dame. He currently holds SIE, Series 66, 7, and Life and Health Insurance. He also is a member of the New Orleans Estate Planning Council.
Michael enjoys living in Uptown, New Orleans and spending time on the Mississippi Gulf Coast.
Nichloas Danna IV, AIF
Partner
Nick is a partner with WealthHarbor Capital Group and has been in the accounting and finance industry since 1999. After graduating from Louisiana State University with a Bachelor of Science in Accounting and a Master of Science in Finance, he spent three years as a Certified Public Accountant (CPA) with Ernst & Young, working on cases involving accounting fraud and lost profits. Nick then spent seven years as a senior research analyst for Southcoast Capital and Sterne Agee & Leach, developing proprietary research on stocks in the Leisure & Entertainment industry and advising hedge funds and mutual funds on trading strategies associated with the research. In mid-2009, Nick began providing financial planning and investment management services to individuals, families, and small businesses. He currently holds his Series 7, 66, 86, and 87 licenses as well as his Life & Health and Variable Insurance Licenses. Nick is also an Accredited Investment Fiduciary (AIF) and a Certified Public Accountant (CPA), though currently inactive. Nick and his wife Julie, reside in Metairie with their three sons and daughter: Nicholas, Christian, Stephen, and Kerrigan.
Pierre Adams
Partner
Pierre is a Partner with WealthHarbor Capital Group and is committed to developing a professional long-term relationship with his clients. He specializes in retirement planning, primarily for service professionals. Pierre began his career in the investment business in 1996. Pierre is a graduate from De La Salle High School and the University of New Orleans. He holds his Series 6, 7, 63, 65, Life and Health Insurance, and Variable License. Pierre has also been published in the Times Picayune Money Section, Citibusiness, and The North Shore Report. In his leisure time, Pierre enjoys hunting, exercise, cooking, and golf. He is the President of the New Orleans Chapter of “Hunters for the Hungry” and is a veteran of the U.S. Army’s 82nd Airborne Division. Pierre, his wife Lessley, daughter Emily, and son Jack reside in Mandeville.
Erica Cronian
Administrative Director
Erica is a graduate of the University of New Orleans where she obtained her Bachelor of Science degree in Business Administration. As a supporting member of the team, Erica is responsible for client administration, office technology and operations. In her free time, she enjoys spending time with her children Jacob and Leigha.
Pera Massey
Director of Client Services
Leslie Wilson
Retirement Plan Operations
Leslie is a Retirement Plan’s Specialist and has spent more than 35 years in the Financial Services Industry. Leslie had an extensive career as a Financial Advisor with a large Financial Institution focusing on Long Term Financial Planning, which naturally included Retirement Plans. Retirement plans became a main focus and Leslie decided to join the Retirement Plans Team at the Financial Institution and began teaching Financial Advisors how to understand and market retirement plans. Leslie also presented numerous times to CPAs and Attorneys providing Education with Continuing Education credits. Leslie traveled extensively throughout the United States conducting workshops for Financial Advisors whose desire was to learn how to understand and market retirement plans as part of their offerings. Leslie appeared on live radio talk shows in Pittsburgh and the Tampa Bay Area, answering retirement plan related questions to callers. Leslie’s repertoire has included writing Qualified Plan Manuals, IRA Manuals, Newsletters, Marketing pieces and Brochures. Years later Leslie joined a large National Bank as the Retirement Plans Manager of the Trust Division and continued her work teaching Administrators, Wealth Strategists and Financial Advisors how to understand and market retirement plans. To become fully rounded in the Retirement Plans arena, Leslie later joined a Recordkeeping company as a Business Relationship Consultant managing more than 350 plans.
As a Financial Advisor and Retirement Plan specialist, Leslie has held a Series 7, 63, Life, Health & Variable Annuity, CISP and CRSP licenses.
