Paul Elam

Compliance Officer på

Oak Harbor Wealth Partners LLC

Consumer Services

Finance

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.

Aktiva positioner av Paul Elam

Företag	Position	Start
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	2021-10-01

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Privata företag	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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