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Courtney brings over 25 years of experience in the investment management industry to her role as Chief Revenue Officer where she is responsible for client acquisition and retention. She also serves as an Investment Advisor to our clients, developing investment strategy, overseeing portfolios, and communicating with investors and is a member of the Investment Committee.

Courtney has held principal positions in business development and client service with extensive operating and sales experience building and delivering relevant investment solutions to investors in high net worth, institutional and advisory market segments. Following a sales management role at Lazard Asset Management, she was a co-founder of NorthRoad Capital Management, an international and global equity investment manager, which she and her partners sold to Madison Investment Advisors, where she held senior business development and client service positions.

Courtney has a BA from Colgate University and an MBA in Finance from New York University's Stern School of Business. She is a member of Nonprofit Missouri and St. Louis Women in Investments and an active volunteer in her community.