Ms. Amanda Courtney oversees account administration and maintenance. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Amanda acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of the advisory process and client experience. She is a Personal Financial Planner certified by UCLA
Ms. Courtney has worked in the financial services industry since 2003. She began her career at American Business Bank, a commercial bank specializing in serving the middle market business community of Southern California. Ms. Courtney also has experience in commercial real estate, as she worked closely with the Acquisitions and Dispositions Department of Thomas Properties Group, a full service real estate operating company and institutional investment manager.
Ms. Courtney earned her B.A. in History from The Catholic University of America in Washington, D.C.