As the Director of Marketing, Courtney manages all aspects of the firm’s marketing including the firm’s communication efforts, brand strategy, and advisor engagement. She plays a key role in sales support to develop materials and initiatives that support advisors and effectively communicate the firm’s investment approach. Additionally, Courtney helps manage the firm’s compliance and human resources functions.

Courtney began her career at Athena Capital Advisors after earning a B.S. from Bentley University in Marketing. She held various roles including assisting the Investment Research and Client teams, then transitioned to the
marketing team, where she assisted with the development of the firm’s marketing, branding and digital content initiatives. Courtney holds the Series 65 securities license.