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Courtney Arlene Doyle

Algorithmic Investment Models

Boston, MA

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Current Employers
Algorithmic Investment Models

125 Newbury St 4Th Floor, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-01-23
  • MA RA
    APPROVED
    Since 2020-01-23

Branch Locations

125 Newbury St 4Th Floor, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beaumont Financial Partners, Llc Wellesley Hills MA 03/2014 12/2019
Algorithmic Investment Models, Llc Needham MA 01/2020 Present
  • 03/2014 → 12/2019
    Beaumont Financial Partners, Llc
    Wellesley Hills, MA
  • 01/2020 → Present
    Algorithmic Investment Models, Llc
    Needham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-17
  • S65 Uniform Investment Adviser Law Examination
    2012-10-17
Other Names
  • Courtney Arlene Bartlett

View on SEC IAPD

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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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