Biography
Courtney joined Lido in 2023 as Senior Vice President, Senior Wealth Advisor. She brings over 19 years of industry experience building and leading strategic relationships, integrating investment solutions to retail and institutional portfolios and overseeing national distribution for asset and wealth management firms.
Previously, Courtney was Managing Director, National Accounts at Centerstone Investors, Vice President, National Accounts for First Eagle Investments and Investment Specialist at Baron Capital. She is a graduate of Southern Methodist University with a B.A. in Advertising.
Outside of work, Courtney enjoys spending time with her husband and three active children, playing tennis and traveling.
The Lido Perspective
Planning
