Paul Boddie Elam
Compliance Officer chez Oak Harbor Wealth Partners LLC
Profil
Mr. Paul B.
Elam is a Chief Compliance Officer & Manager at Oak Harbor Wealth Partners 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.
Postes actifs de Paul Boddie Elam
| Sociétés | Poste | Début |
|---|---|---|
Oak Harbor Wealth Partners LLC
 Oak Harbor Wealth Partners LLC Investment ManagersFinance Oak Harbor Wealth Partners LLC (OHWP) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Founded in 2020, OHWP provides financial and investment advisory services to individuals, including high net worth individuals, corporations, foundations, trusts, pension and profit-sharing plans, retirement plans and plan participants, and other entities. | Compliance Officer | 01/10/2021 |
Formation de Paul Boddie Elam
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Oak Harbor Wealth Partners LLC
Oak Harbor Wealth Partners LLC Investment ManagersFinance Oak Harbor Wealth Partners LLC (OHWP) is an independent registered investment advisor headquartered in Raleigh, North Carolina. Founded in 2020, OHWP provides financial and investment advisory services to individuals, including high net worth individuals, corporations, foundations, trusts, pension and profit-sharing plans, retirement plans and plan participants, and other entities. | Finance |
