Utility Name

Courtney Straus

Managing Director Banker

Washington, DC

Biography

Courtney is a Managing Director and Banker at the J.P. Morgan Private Bank in Washington, D.C. As a banker with 27 years in the industry, Courtney is responsible for developing and managing private banking client relationships for the Washington, D.C. office of J.P. Morgan Private Bank. As such, Courtney provides strategic advice and consultation to high net worth individuals, families, foundations and endowments, while coordinating access to internal specialists and external client advisors.

Prior to her current role, Courtney specialized in managing investment portfolios for endowments, foundations, and high net worth individuals for 17 years. Courtney joined the firm in 1998 as a Portfolio Manager. Prior to joining J.P. Morgan, she was a portfolio manager for six years at several boutique investment firms in the Northeast, such as Johnston, Lemon & Co. and Compu-Val Investments.

Courtney graduated cum laude in Economics and French from Centenary College of Louisiana. She holds a Master of Business Administration from Wake Forest University. She is a CFA charter holder. Courtney serves on the Honorary Board of the S&R Foundation, the Middleburg Film Festival and is an advisor to Venture Philanthropy Partners.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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