Courtney M. Acarregui

Courtney M. Acarregui is an Executive Director and Investment Specialist in J.P. Morgan’s Outsourced Chief Investment Office based in Dallas. In this role, Courtney employs her extensive skills to deliver J.P. Morgan’s capabilities across a wide range of areas: personalized investment advice, fiduciary best practices and governance advice to endowments, foundations, charitable organizations and institutional families across the Southern United States.

Courtney helps navigate all aspects of portfolio management—asset allocation, vehicle selection, liquidity management and spending needs—over a long-term time horizon and in a risk-managed way. She acts as an extension of clients’ advisory teams, communicating strategy and performance results to investment committees, boards and other related stakeholders. She serves as each client’s point person to the strengths of J.P. Morgan, leveraging the firm’s best thinking across all public and private asset classes.

Originally from Central Oregon, Courtney earned a B.B.A. in Finance and Entrepreneurship from Baylor University at the Hankamer School of Business. During her time at Baylor University, she was a member of the NCAA Division I equestrian team. Courtney also holds the Chartered Alternative Investment Analyst^SM (CAIA®) designation and the FINRA Series 7, 63 and 65 securities licenses.

Outside of the office, Courtney is a board member of Dallas Area Habitat for Humanity, sitting on the finance committee, and volunteers regularly to assist in building houses for those in need in the community. She also serves as the J.P. Morgan representative for Philanthropy Southwest, and is a member of the Philanthropy Southwest leadership team on the membership committee. Courtney is also an active member in The Junior League of Dallas, a nonprofit organization of women focused on improving communities through the effective action and leadership of trained volunteers.