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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.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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