Paul Courtney, financial advisor Chicago IL
103 score

Paul Courtney

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Springtide Partners, LLC Chicago, IL Mar 2017 - Current 1
Foster Bridge Partners Chicago, IL Sep 2016 - Jan 2017 < 1
Altair Advisers Chicago, IL May 2006 - Aug 2016 10

Paul Courtney has no recent exams reported.
Contact Info for Paul S. Courtney
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MN

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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