Advisor at Peachtree Investment Partners, LLC
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Firm
Peachtree Investment Partners, LLC
Location
Atlanta, GA
Credentials
Series 65
Industry experience
2 years
Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC in Atlanta, GA, holding a Series 65 designation and having two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides portfolio management to individuals, trusts, estates, and business entities, focusing on long-term growth investing through fundamental analysis and third-party research. The firm serves approximately 233 clients, managing about $305 million on a discretionary basis.
1.00% annually
Atlanta, GA
Georgia
Peachtree Investment Partners, LLC
2023 - Present (3 years)
Pace Academy
2021 - 2023 (2 years)
The Museum of Modern Art
2013 - 2021 (8 years)
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