Courtney brings a sharp analytical mindset and a strong focus on client experience to her role as Reporting Manager at Centerpoint Advisors. Since joining the firm in 2014, she has led numerous reporting and presentation initiatives to help clients better understand the complexities of financial planning and portfolio management. Her work reflects Centerpoint’s commitment to clarity, transparency, and respect for each client relationship.

Working at Centerpoint:

Courtney supports the firm’s planning and reporting processes by preparing customized client presentations, maintaining financial databases, and coordinating tax documentation with client professionals. She plays an active role in supporting financial planning programs, retirement research, and investment analysis. Her attention to detail and client-first approach ensures a smooth and responsive experience across every interaction.

Background:

Courtney holds a B.S. in International Business and Marketing from Roger Williams University and a B.S. in Business Administration from ICN Business School in Nancy, France, where she studied abroad for nine months. She graduated magna cum laude and is a member of the Beta Gamma Sigma honors society. Her global academic experience and dual degrees reflect both her discipline and her passion for the international scope of finance. Courtney is an Investment Advisor Representative through Centerpoint Advisors (FINRA Series 65 license).