Profile
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.
Paul Stuart Courtney active positions
Companies | Position | Start |
---|---|---|
SpringTide Partners LLC
SpringTide Partners LLC Investment ManagersFinance SpringTide Partners LLC (SpringTide) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Aaron D. Dirlam and Paul S. Courtney in 2017. SpringTide provides independent investment solutions for family offices, advisors and institutions. | Founder | 2016-12-31 |
Wealth Management LLC (Arizona)
Wealth Management LLC (Arizona) Investment ManagersFinance Part of Focus Financial Partners, Inc., Wealth Management LLC (Arizona) is a company that provides wealth management services. The company is based in Scottsdale, AZ. The company was founded in 2005 by Michael Carlin, Paul Stuart Courtney, Aaron Dennis Dirlam. Wealth Management LLC (Arizona was acquired by InterOcean Capital Group LLC from Henry & Horne LLP on June 01, 2022. | Founder | 2004-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
---|---|
SpringTide Partners LLC
SpringTide Partners LLC Investment ManagersFinance SpringTide Partners LLC (SpringTide) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Aaron D. Dirlam and Paul S. Courtney in 2017. SpringTide provides independent investment solutions for family offices, advisors and institutions. | Finance |
Wealth Management LLC (Arizona)
Wealth Management LLC (Arizona) Investment ManagersFinance Part of Focus Financial Partners, Inc., Wealth Management LLC (Arizona) is a company that provides wealth management services. The company is based in Scottsdale, AZ. The company was founded in 2005 by Michael Carlin, Paul Stuart Courtney, Aaron Dennis Dirlam. Wealth Management LLC (Arizona was acquired by InterOcean Capital Group LLC from Henry & Horne LLP on June 01, 2022. | Finance |
- Stock Market
- Insiders
- Paul Stuart Courtney