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Courier Capital

Courier Capital Email Formats

Financial ServicesFlag of USBuffalo, New York, United States21-50 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.

FormatExamplePercentage
{first initial}{last name}
jdoe@couriercapital.com
100%

Key Contacts at Courier Capital

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Courtney A. Robshaw

Managing Director, Marketing & Communications

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Jason Stronz

Senior Managing Director, Director Of Institutional Services

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Rebecca Westervelt

Senior Managing Director

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Heather Wisinski

Senior Director Of Operations

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Bill Gurney

Managing Director

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Randy Ordines

Executive Vice President & Director Of Consulting Servcies

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Sabara Coleen

Owner

Company overview

Headquarters1114 Delaware Avenue, Buffalo, New York 14209, US
Phone number+15854616085
Website
NAICS52
SIC628
Keywords
Wealth Management, Retirement Services, Institutional Management & Advisory
Founded1967
Employees21-50
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

Entry
C-Suite
Manager

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.

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Underscore.js

Underscore.js

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

PHP

PHP

Programming languages

HSTS

HSTS

Security

ZURB Foundation

ZURB Foundation

UI frameworks

Drupal

Drupal

CMS

AddToAny

AddToAny

Widgets

Drupal Multisite

Drupal Multisite

Hosting

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Courier Capital is located in Buffalo, New York, US.
You can reach Courier Capital at +15854616085.
Courier Capital was founded in 1967, making it 59 years old. The company has established itself as a significant player in its industry over this time.
Courier Capital has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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