Courtney is currently an associate at Pathstone working with Managing Director, Dan Gross, and Director, Kelwin Conroy. She handles client-related requests for trades and disbursements, preparation of meeting materials, and other day-to-day operations and efforts in support of clients.
Before coming to Pathstone, Courtney started her career as a Portfolio Administrator at US Bank in New York City. She spent two and a half years in the Collateralized Debt group, serving as a main point of contact for a number of client relationships. On these relationships, Courtney was responsible for daily trade settlements, cash movements, reporting, and other operational duties. After US Bank, she spent seven months working as a Fund Accounting Associate in the Investor Services group of JPMorgan Chase & Co.
Courtney earned a Bachelor of Science degree in Finance from Providence College. In her free time, she enjoys running, skiing, reading, and spending time with friends and family.