Paul Elam

Responsabile della Conformità presso

Oak Harbor Wealth Partners LLC

Consumer Services

Finance

Profilo

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.

Posizioni attive di Paul Elam

Società	Posizione	Inizio
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.	Responsabile della Conformità	01/10/2021

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Aziende private	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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