Research 

  • David E. Beard, CFA

    Founding Partner – Director of Research

    Senior Analyst - exploration & Production

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 631-725-8810 | 504-507-1095

    David brings over 30 years of buy-side and sell-side experience to Coker Palmer. David most recently served as a Managing Director Energy Research for IBERIA Capital Partners covering E&P, Coal and Shipping companies. Prior to that, David served as a portfolio manager with Morgens, Waterfall, Vintiadis & Co. (11 years) and as a sell-side analyst at Credit Suisse. David earned a B.A. with Honors in Economics and Political Theory at Bowdoin College and received an MBA from Columbia Business School with double majors in accounting and finance. David holds a Series 7, 63, 86, 87 and 24 licenses.

  • Richard A. Verdi

    Senior Analyst – Water & MLP

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 646-827-9586

  • NOEL PARKS

    Senior Analyst - exploration & Production AND MLP’s

    This email address is being protected from spambots. You need JavaScript enabled to view it.  ι 215-913-7320

    Based in New York City, Noel brings over 20 years of institutional experience to Coker Palmer Institutional. Prior to joining CPI, he covered E&Ps, MLPs and royalty trusts for 9 years at Ladenburg Thalmann & Co., and E&Ps and oilfield service names for 3 years at KeyBanc Capital Markets. He previously worked at Merrill Lynch as a project manager for the Global Analytic/Thematic Research team. Noel began his sell-side research career in 1998, covering technology and media at Stephens Inc., and held prior positions at U.S. Bank, Brown Brothers Harriman and Bank of America. He received his bachelor's degree from Harvard University and his MBA in Finance from the Wharton School of the University of Pennsylvania. Noel has his Series 7, 63, 86 & 87 licenses.

Sales and Trading 

  • Craig Crespo

    Head Trader

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 504-507-1093

    Craig brings over 20 years of institutional trading experience to Coker Palmer. Craig most recently served as Managing Director and Head of Trading for IBERIA Capital Partners. As Managing Director of IBERIA Capital Partners trading platform Craig oversaw the development and implementation of the firm’s trading business. Prior to that, Craig served as a senior equity trader at Capital One Southcoast (12 years) and started and managed the Battenkill New Orleans Trading Desk.

  • John D. Race – Co Head of Sales

    Founding Partner – Head of Institutional Sales

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 504-507-1091

    John brings over 10 years of institutional sell-side experience to Coker Palmer. John most recently served as an institutional salesman specializing in the energy sector at IBERIA Capital Partners. Prior to that, he was an institutional salesman at JMP Securities in New York focusing on Real Estate, Financial Services, Healthcare, and Technology. He also spent time in investment banking while at Ladenburg Thalmann.

  • Michael P. Miller – Co Head of Sales

    Founding Partner – Head of Capital Markets

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 504-507-1089

    Michael brings over 25 years of institutional experience to Coker Palmer. Michael most recently served as Managing Director of IBERIA Capital Partners. As Managing Director of IBERIA Capital Partners, Michael was responsible for managing the firm’s start-up, overseeing the formation of the broker-dealer including the research, sales, and trading platforms. Prior to that, Michael served as founder and partner of Southcoast Capital, LLC until its sale to Hibernia National Bank (2000).

  • Matt Keller - NY Sales & Capital Markets

    INSTITUTIONAL SALES

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 631-329-8051

    Matt Keller joins us with 11+ years of institutional sales and Investment Banking experience, having started his career on Wall Street in 2006.  Matt graduated from the University of Massachusetts at Amherst in 2000.  He holds FINRA licenses, including Series 7, 63, 65, 24, 79.
  • Diane McConnell, CFA

    Institutional Sales

    This email address is being protected from spambots. You need JavaScript enabled to view it. | 504-507-1088

    Diane joins us after 28 years at Capital One, having help found Southcoast Capital in 1990, which was eventually sold to Capital One. Diane extensive sales experience and brings an analytical bent to her clients, as evidenced by her CFA charter. Diane graduated from the University of Kentucky and holds Series 7 & 63 FINRA licenses.