Paul Boddie Elam
Compliance Officer bei 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.
Aktive Positionen von Paul Boddie Elam
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Paul Boddie Elam
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |