Paul CourtneyCRD Number: 6767072
Current Firm: Springtide Partners
Compensation Model: Fee Only
Paul Courtney (CRD# 6767072) is the Founder and Director of Research at Springtide Partners in Chicago, IL and has 12 years of experience in the finance industry.
As Director of Research, Paul guides the investment process at SpringTide Partners. Paul works with the rest of the investment team in determining the appropriate asset allocation for client portfolios, monitoring investment managers currently working with SpringTide clients, and conducting research to identify and select new investment opportunities.
Prior to joining SpringTide in 2017, Paul worked at Altair Advisers, a $4 billion Registered Investment Advisor in Chicago, for over 10 years, most recently as Director of Research. Paul is a CFA® charterholder and has earned the Chartered Alternative Investment Analyst designation. Paul graduated cum laude from the University of Johannesburg with bachelors and graduate degrees in Investment Management. He is a member of the CFA Society of Chicago and on the advisory board of Advisor Perspectives.
Ellis Wealth Advisors, LLC
|Springtide Partners, LLC||Chicago, IL||Mar 2017 - Current||2|
|Foster Bridge Partners||Chicago, IL||Sep 2016 - Jan 2017||< 1|
|Altair Advisers||Chicago, IL||May 2006 - Aug 2016||10|
Total Assets Under Management9MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$997,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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