Jonathan Booth, CFA, CPA/ABV
Chief Executive Officer
Jonathan co-founded Booth-Laird Enterprises, LLC in 2007 and serves as the company’s chief executive officer. He is primarily responsible for structuring and overseeing the company’s vision of wealth creation via value-decision making, setting an appropriate culture, and overseeing the company’s investments. Jonathan and Kevin collectively analyze and decide on all potential business opportunities and investments.
Jonathan was awarded the 2006 Elijah Watt Sells award for scoring one of the 10 highest scores in the world on the 2006 CPA exam. He also passed all three levels of the Chartered Financial Analyst (CFA) exam on his first attempt. The CFA designation is the preeminent certification for a professional in the investment industry. He also passed the Accredited in Business Valuation (ABV) exam offered by the AICPA. In addition, he was awarded the 2008 “Top 40 Under Forty” award from the Greater Baton Rouge Business Report, which is given annually to forty men and women under the age of forty who influence decisions, capture the entrepreneurial spirit and balance bottom-line results with involvement in community and charitable activities in the Greater Baton Rouge area.
He worked for three years as an auditor with Ernst & Young, LLP and KPMG, LLP, two of the four largest accounting firms in the world. At both firms, he was rated “exceptional performer” every year and was entrusted with responsibilities above his level within months of starting with each firm. He audited both public and private companies in a variety of industries, including acting as the lead audit senior on a Fortune 500 company. He was regularly assigned the most complex accounting issues and the most challenging audit areas. As a result of his experience, he has developed an astute understanding of risk management, team management, optimal business processes, effective corporate governance practices, and various industries and business models.
While at KPMG, he served as the only South Louisiana member on the KPMG Point-of-View group, an internal group of highly rated employees across the United States focused on strategic initiatives and determining best practices.
Subsequent to KPMG, he worked for a year in Governor Bobby Jindal’s administration as the Assistant Director of State Economic Competitiveness, a subgroup of the Department of Economic Development serving as a brain trust to work on the Department’s most complex issues, including the State’s economic policy. The group was comprised of four members, including graduates from the London School of Economics, the Wharton School of Business, and the Louisiana State University MBA program in addition to Jonathan. Among a number of other significant projects, he helped craft the department-wide business plan for Fiscal Year 2009-2010, which further developed his strategic planning capabilities. He also met with representatives of the business community to help resolve issues or to hear proposals, which gave him further insight into various industries and business models.
Jonathan earned a bachelor’s of science in accounting from Louisiana State University, graduating summa cum laude, and earned a master of science in accounting from LSU, graduating top of his class with a perfect 4.0 GPA. He is a member of the CFA Institute, the CFA Society of Louisiana, the AICPA, and the Society of Louisiana CPA’s. He is actively involved in the Knights of Columbus, Council 3743 at St. Aloysius and is a member of the Catholic High School Alumni Association Board of Directors.