Paul Stuart Courtney

Paul Stuart Courtney

Oprichter bij SpringTide Partners LLC

Profiel

Mr. Paul S.
Courtney is a Co-Founder & Director of Research at SpringTide Partners LLC and a Research Director at Wealth Management LLC (Arizona).
As Co-Founder and Director of Research, he guides the investment process at SpringTide Partners.
He 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 managers.
He is responsible for coordinating and prioritizing manager searches as well as monitoring markets for emerging trends or developing risks that may impact SpringTide clients’ portfolios.
Prior to founding SpringTide in 2017, Mr. Courtney worked at Altair Advisers, a $4 billion Registered Investment Advisor in Chicago, for over 10 years, most recently as Director of Research.
He graduated summa cum laude from the University of Johannesburg with bachelors and graduate degrees in Investment Management.
He is a CFA charterholder and has earned the Chartered Alternative Investment Analyst designation.
He is also a member of the CFA Society of Chicago and on the advisory board of Advisor Perspectives.

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Oprichter 01-01-2017
Oprichter 01-01-2005
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