Courtenay is the Client Services Associate at Pathfinder Wealth Consulting, where she strives to provide a seamless experience in addressing client needs—from onboarding new clients to managing day-to-day account services, including financial transactions and processing documentation. She works closely with Maggie to support the team with account maintenance and ensure every request is handled in a timely manner.
After moving to Wilmington in 2017, Courtenay began her career in wealth management and has been dedicated to delivering exceptional client service ever since. With multiple years of experience, she has held similar roles at UBS Financial Services and Rockefeller Capital Management, where she gained valuable skills and insights into the industry.
Courtenay graduated from the University of North Carolina at Chapel Hill with a BA in History and a Minor in Anthropology (Go Heels!). Outside of work, she’s busy wrangling her three boys and their goldendoodle, while enjoying quality time with her partner and family—both on and off the pickleball court. She’s also a Peloton fan and always has her Kindle nearby, ready to dive into her next great book.
