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Colleen (Carney) Courtney

President of Family Office

Claremont Companies

United States, Massachusetts, Plymouth County

About Me

With over ten years of experience as a Fixed Income Trader, Colleen originally joined The Carney Family Office as Vice President of Non-Real Estate Investments. Colleen began trading Investment Grade Credit, Corporate High Yield, Emerging Markets and Convertible Debt in Boston, Chicago and New York City starting with Bank of America and finishing her career with State Street Global Advisors. Interested in the entire Family Office scope, Colleen currently serves as President of The Carney Family Office focused on family tax efficiencies, risk management and estate planning strategies, in addition to non-real estate investments. Graduating from Boston College with a BA, Colleen received her

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Profile Information

President of Family Office

Claremont Companies

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plymouth County

Massachusetts

United States

Sep 17, 2024

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