Directory

>

Colleen Courtney

avatar

Colleen Courtney

President, Family Office | Claremont Companies

Massachusetts, United States

View contact details (it's free)

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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Colleen Courtney

Work Experience

company logo

President, Family Office at

Claremont Companies

July 2020 - Present

company logo

Vice President of Non Real Estate Investments at

Claremont Companies

June 2015 - June 2020

company logo

Vice President Trading at

State Street

October 2011 - June 2015

company logo

Fixed Income Trader at

BNP Paribas Fortis

July 2006 - August 2011

company logo

Institutional Fixed Income Sales at

Bank of America Corporation

October 2004 - July 2006

company logo

Ski Instructor at

Vail Resorts

January 1999 - January 2001

Logos provided by Logo.dev

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

Patrick Carney

Vice Chairman

avatar
Bill Lovett

Executive Director, Real Estate Development

avatar
Bill Robinson

Executive Director of Hotels

View Contact details (it's free)
Request Profile Removal