Courtney has been a dedicated partner to transitioning financial advisors since the early 90s. Bringing over 25 years of specialized recruiting expertise across every major wealth management channel—including wirehouse, private bank, regional, independent, and RIA firms—she has personally overseen thousands of successful transitions. Courtney brought this unparalleled, end-to-end industry knowledge to AdvisorLaw in 2020. She holds a BA in Economics/Political Science from Smith College.