Justin Thibault, CFA, AAMS® Consultant, has over five years in the financial industry. Prior to joining Courtland Partners, he was employed with Charles Schwab & Co., Inc. as a senior consultant and high net worth broker in the firm's Pinnacle division, dedicated to a group of affluent clientele in New York and the Midwest. While at Charles Schwab, Mr. Thibault provided clients with an array of portfolio and investment services, including: equity and option trading strategies, entering and exiting large concentrated positions, portfolio performance evaluation, and risk/reward analysis. He was also awarded the firms selective key contributor award.
At Courtland Partners, Mr. Thibault is responsible for various real estate consulting services, including: investment due diligence, financial modeling, monitoring of client investment activity, portfolio planning, real estate performance monitoring, reconciling performance data, and preparing performance measurement reports for institutional investors. He is also a member of Courtland Partners' Fund of Funds Investment Committee and a sub-committee of the Investment Committee, The Hedging Committee, where he assists in foreign currency management, FX hedging reconciliation and monitoring, FX trading, and other analyses as needed.
Mr. Thibault holds a B.S. in Financial Management from Indiana University. Mr. Thibault is a CFA charterholder and a member of the CFA Society of Cleveland. He has passed all three levels of the CFA Exams on the first attempt in three consecutive years. Mr. Thibault also possesses the Accredited Asset Management Specialist, AAMS® designation.