


Courier Capital Email Formats
Financial Services • Buffalo, New York, United States • 21-50 Employees
Courier Capital Email Formats
Courier Capital uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@couriercapital.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@couriercapital.com | 100% |
Key Contacts at Courier Capital
Courtney A. Robshaw
Managing Director, Marketing & Communications
Jason Stronz
Senior Managing Director, Director Of Institutional Services
Rebecca Westervelt
Senior Managing Director
Heather Wisinski
Senior Director Of Operations
Bill Gurney
Managing Director
Randy Ordines
Executive Vice President & Director Of Consulting Servcies
Sabara Coleen
Owner
Company overview
| Headquarters | 1114 Delaware Avenue, Buffalo, New York 14209, US |
| Phone number | +15854616085 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Retirement Services, Institutional Management & Advisory |
| Founded | 1967 |
| Employees | 21-50 |
| Socials |
About Courier Capital
Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades. Our tailored solutions revolve around three key areas: Wealth Management: Our financial planning process is designed to provide tailored strategies to optimize wealth preservation, growth, and legacy planning. We design a comprehensive roadmap that integrates tax-efficient investment strategies, risk management techniques, and estate planning solutions. Institutional Management and Advisory: We offer discretionary investment management personalized to client needs, with a risk-controlled approach and comprehensive, transparent portfolio reporting. We cater to institutional clients by offering independent oversight and assistance in designing appropriate asset allocation strategies and tailored portfolio management solutions that align with the investment and spending policies of each client we work with, whether a foundation, endowment, or corporate account. Retirement Services: Whether serving startups or existing plans, we offer the expertise, resources, and technology to customize programs to meet a plan sponsor’s specific needs. Our services for 401(k), 403(b) and Deferred Compensation plans include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support. Advisory Services offered through Courier Capital, LLC, an SEC Registered Investment Adviser.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Courier Capital has 13 employees across 5 departments.
Departments
Number of employees
Funding Data
Courier Capital has never raised funding before.
Courier Capital Tech Stack
Discover the technologies and tools that power Courier Capital's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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