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Colleen Courtney
Colleen Courtney
President, Family Office | Claremont Companies
Massachusetts, United States
Colleen Courtney
Summary
Colleen Courtney is an accomplished executive with extensive experience in finance and family office management. As the President of Carney Family Office, she leverages her expertise in fixed income and leveraged finance to drive investment strategies. Colleen has held significant leadership roles at Claremont Companies and State Street Global Advisors, demonstrating her prowess in high-stakes trading environments. With a strong educational background, including a Master’s in Business Administration from the University of Denver, she is well-equipped to navigate complex financial landscapes. Her journey began as a ski instructor, showcasing her diverse skill set and adaptability. Colleen is passionate about governance and leadership in family businesses, reflecting her commitment to sustainable practices in wealth management. Her insights into the intersection of family dynamics and finance make her a valuable asset in the industry. Colleen's career is characterized by a blend of strategic foresight and operational excellence, positioning her as a leader in individual and family services.
Colleen Courtney
Work Experience
President, Family Office at
Claremont Companies
July 2020 - Present
Vice President of Non Real Estate Investments at
Claremont Companies
June 2015 - June 2020
Vice President Trading at
State Street
October 2011 - June 2015
Fixed Income Trader at
BNP Paribas Fortis
July 2006 - August 2011
Institutional Fixed Income Sales at
Bank of America Corporation
October 2004 - July 2006
Ski Instructor at
Vail Resorts
January 1999 - January 2001
Colleen Courtney
Education
Boston College, Bachelor Of Arts
Kellogg Executive Education
Bentley University - McCallum Graduate School of Business, Master Personal Financial Planner Certificate
Frequently Asked Questions about Colleen Courtney
What company does Colleen Courtney work for?
Colleen Courtney is a President, Family Office at Claremont Companies, a company specializing in Apartment building operators.
Where Colleen Courtney graduated from?
Colleen Courtney holds a degree in from Boston College.
Who is Colleen Courtney?
Colleen Courtney is an accomplished executive with extensive experience in finance and family office management. As the President of Carney Family Office, she leverages her expertise in fixed income and leveraged finance to drive investment strategies. Colleen has held significant leadership roles at Claremont Companies and State Street Global Advisors, demonstrating her prowess in high-stakes trading environments. With a strong educational background, including a Master’s in Business Administration from the University of Denver, she is well-equipped to navigate complex financial landscapes. Her journey began as a ski instructor, showcasing her diverse skill set and adaptability. Colleen is passionate about governance and leadership in family businesses, reflecting her commitment to sustainable practices in wealth management. Her insights into the intersection of family dynamics and finance make her a valuable asset in the industry. Colleen's career is characterized by a blend of strategic foresight and operational excellence, positioning her as a leader in individual and family services.
Colleen`s contact details
Colleagues
Vice Chairman
Executive Director, Real Estate Development
Executive Director of Hotels