Erskine Courtenay III
Financial Advisor
Phone: (502) 420-9912
Fax: (502) 420-9913
E-mail: ecourtenay@ccmresource.com
Joined Commonwealth Capital Management in 2001. Mr. Courtenay has over 15 years experience in the financial service industry. Mr. Courtenay previously served as Chief Investment Officer at KY Home Trust Company and Concorde Investment Management where he managed $140 million in assets. Mr. Courtenay’s experience also includes investment banking where he has performed financial analysis, strategic planning, valuations, and prepared investment recommendations as an independent consultant, Senior Business Development Analyst at LG&E Energy Corp., and Associate at Hilliard-Lyons. Mr. Courtenay holds a Masters in International Management from Thunderbird, The American School of International Management, MBA and BBA degrees from the GeorgeWashingtonUniversity. Mr. Courtenay is a registered representative with Walnut Street Securities with series 66 and 7 licenses.
Contact Info
10345 Linn Station Road, Suite 200
Louisville, KY 40223-3854
Map and Directions
Phone: 502.420.9912 Toll-Free 866.430.4299
Fax: 502.420.9913