![Paul Elam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Paul Elam
Compliance Officer bei
Oak Harbor Wealth Partners LLC
Profil
Mr. Paul B. Elam is a Principal at Cordgrass Capital Advisors LLC.
He specializes in investing using the institutional/endowment model and works with nonprofit institutions and high-net-worth individuals.
He has a bachelor’s degree in Economics from the University of North Carolina at Chapel Hill and holds the Accredited Investment Fiduciary and Wealth Management Specialist designations.
Aktive Positionen von Paul Elam
| Unternehmen | Position | Beginn |
|---|---|---|
Oak Harbor Wealth Partners LLC
 Oak Harbor Wealth Partners LLC Investment ManagersFinance Cordgrass Capital's primary method of investment analysis is fundamental value, but they also review technical considerations as part of investment decisions. Fundamental analysis is a technique that focuses on the economic well-being of a financial entity as opposed to only its price movements to attempt to determine a security’s value. | Compliance Officer | 01.10.2021 |
Ausbildung von Paul Elam
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
90
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
The University of North Carolina at Chapel Hill
 The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oak Harbor Wealth Partners LLC
Oak Harbor Wealth Partners LLC Investment ManagersFinance Cordgrass Capital's primary method of investment analysis is fundamental value, but they also review technical considerations as part of investment decisions. Fundamental analysis is a technique that focuses on the economic well-being of a financial entity as opposed to only its price movements to attempt to determine a security’s value. | Finance |
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