Courtney is a Senior Vice President on the Investment Solutions team, leading the development of educational content. She previously served as the Chief Compliance Officer of SIMON Markets LLC, a financial technology company acquired by iCapital in August 2022. Previously, Courtney was a Vice President at Goldman Sachs within the Global Markets Compliance Division. She received a BA in Economics from UCLA, and a JD from St. John’s University School of Law. She holds her FINRA Series 7, 63, and 24 licenses.
