Team Member

Cortie is a Private Wealth Advisor for individuals, families, retirement plans, and endowments. Cortie takes pride in forging strong relationships with his clients, working directly with them to develop and implement custom financial plans. In previous roles, Cortie gained experiences with private and illiquid investment valuations enhancing his ability in investment analysis. He has seen, firsthand, how multi-generational families have traversed efficient asset transfers, and how private businesses seek to maximize and protect their financial health.

Outside the office, Cortie enjoys spending time with his wife and friends, playing tennis and golf, traveling, and pursuing his passions for classic cars, equestrian sports, and nonprofit work.

Professional Experience:

• Private Wealth Advisor, Wick Capital Partners
• Analyst Red Rocks Group
• VP Special Operations, CW II Holdings
• Co-Founder at Basin Systems

Graduate Degrees:

• Drexel University, LeBow College of Business. Master of Business Administration

Undergraduate Degrees:

• University of Miami. Bachelor of Arts, History

Organizations:

• Board Member – Religious Society of Free Quakers
• Member of Investment Committee – St. Andrew’s Society of Philadelphia