Courtney is a Managing Director-Wealth Management for UBS. For nearly two decades, Courtney has been providing financial and wealth management services to her high-net-worth clients. A leader in her field, Courtney was recently recognized among America’s Top 100 Women Financial Advisors by Barron’s Magazine in 2011 & 2012.
Her practice includes concentrated stock strategies, liability management, estate planning services, and institutional money management. Courtney has built a dedicated team of professionals to serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses. She has appeared on both national and local television and radio to discuss wealth management related issues. Courtney holds the Chartered Retirement Planning Counselor SM designation. She received her undergraduate degree from the University of Southern California where she studied finance and civil engineering.
Courtney believes in community service. She has been involved in numerous community activities that include the San Diego Economic Development Corporation, the University of California, San Diego Cardiovascular Center; the U.S. Navy League, the Girl Scouts of America, the San Diego Symphony, and Patrons of the Prado, which supports the local arts, among others. In 2007, Courtney received the YWCA Tribute to Women & Industry award for her leadership in San Diego business. She was named San Diego Woman of the Year in 1996 by the Leukemia Society of America. As the spouse of a Marine reserve officer activated for combat operations during Operation Iraqi Freedom, Courtney received a Congressional Certificate of Appreciation by the Congress of the United States for her support of the Marine Corp Key Volunteer Network.
Registered States:
AZ, CA, CO, DC, DE, GA, HI, ID, MA, MD, ME, MI, MT, NC, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA