Justin Thibault, CFA, AAMS® Consultant, has six years of investment and portfolio consulting experience. 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. While at Charles Schwab, Mr. Thibault provided an array of portfolio and investment services to a dedicated group of affluent clientele. He was also awarded the firm’s 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, and real estate performance monitoring for some of Courtland’s largest institutional clients. He is also a member of the 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.