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Courtney Cervantes

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Courtney Cervantes

VP, Consultant Relations | State Street Global Advisors

Chicago, Illinois, United States

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Courtney Cervantes

Summary

Courtney Cervantes is an accomplished VP at State Street Global Advisors, specializing in consultant relations within the institutional client group. With a strong background in alternative investments and asset management, Courtney has built a robust career advising institutional investors and managing complex portfolios. Her journey spans over two decades, beginning as a Sales Associate at Morgan Stanley, where she honed her skills in client relations and investment strategies. She holds an MBA from DePaul University and a BBA from the University of Iowa, showcasing her commitment to continuous professional development. Courtney is also an Accredited Investment Fiduciary, reflecting her dedication to fiduciary responsibility and ethical investment practices. Her experience across various financial institutions, including PNC and Willis Towers Watson, equips her with a comprehensive understanding of the investment landscape. Beyond her technical expertise, Courtney's leadership in the industry positions her as a key influencer in shaping investment strategies for institutional clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Courtney Cervantes

Work Experience

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VP, Consultant Relations at

State Street Global Advisors

February 2023 - Present

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VP, Senior Investment and Retirement Plan Advisor, Institutional Asset Management at

PNC Financial Services

May 2021 - February 2023

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Director, Investments at

JTL Towers

March 2021 - May 2021

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Associate Director, Investments at

JTL Towers

August 2016 - February 2021

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Investment Consultant at

Lowery Asset Consulting LLC

December 2010 - August 2016

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Associate Investment Consultant at

Raymond James Financial, Inc.

May 2005 - December 2010

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Sales Associate at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

November 2003 - May 2005

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Courtney Cervantes

Education

DePaul University - Charles H. Kellstadt Graduate School of Business, Master Of Business Administration - Mba

January 2020 - January 2022

The University of Iowa Tippie College of Business, Bba

January 1999 - January 2003

Frequently Asked Questions about Courtney Cervantes

What is Courtney Cervantes email address?

Courtney Cervantes's primary email address is ******************@ssga.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Courtney Cervantes work for?

Courtney Cervantes is a VP, Consultant Relations at State Street Global Advisors, a company specializing in Functions related to depository banking.

Where Courtney Cervantes graduated from?

Courtney Cervantes holds a degree in from DePaul University - Charles H. Kellstadt Graduate School of Business.

How can I directly contact Courtney Cervantes?

To contact Courtney Cervantes directly, you can use the email address ******************@ssga.com. Complete contact information is available upon registration with Muraena.

Who is Courtney Cervantes?

Courtney Cervantes is an accomplished VP at State Street Global Advisors, specializing in consultant relations within the institutional client group. With a strong background in alternative investments and asset management, Courtney has built a robust career advising institutional investors and managing complex portfolios. Her journey spans over two decades, beginning as a Sales Associate at Morgan Stanley, where she honed her skills in client relations and investment strategies. She holds an MBA from DePaul University and a BBA from the University of Iowa, showcasing her commitment to continuous professional development. Courtney is also an Accredited Investment Fiduciary, reflecting her dedication to fiduciary responsibility and ethical investment practices. Her experience across various financial institutions, including PNC and Willis Towers Watson, equips her with a comprehensive understanding of the investment landscape. Beyond her technical expertise, Courtney's leadership in the industry positions her as a key influencer in shaping investment strategies for institutional clients.

Courtney`s contact details

mail

******************@ssga.com

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