Courtney joined ROI in 2023, bringing over 20 years of experience in communications, marketing, and relationship development. She began her career at the New York Stock Exchange, supporting executives and investors of publicly traded companies by guiding them on market structure, trading trends, and best practices for various corporate functions. After relocating to Buffalo, she assumed the position of client service and relationship manager at a registered investment adviser firm. In this role, she devised strategies to foster new business, enhance revenue streams, and maintain client loyalty, all while prioritizing client success—a skill set she seamlessly integrates into her work at ROI.
