As Associate – Investor Services at Forum Capital Advisors (an affiliate of Forum Investment Group), Courtney supports the Investor Services and Business Development teams by assisting with all aspects of the marketing and fundraising cycle, including materials preparation, lead sourcing, roadshow planning, due diligence facilitation, subscription processing, and client servicing.
Prior to joining Forum, Courtney was with Sebastian Partners, where she was Investor Relations Representative working closely with the CEO and CFO on due diligence, client relations, and event planning & coordination. Before that she was EA/Investor Relations for Global Healthcare REIT, Inc., and Office Manager/Security Administration Representative for Lockheed Martin Aeronautics in Georgia.
Courtney holds a B.S. in Economics with a minor in Public Policy from Georgia State University’s Andrew Young School of Policy Studies. A recent transplant to the Denver area, Courtney enjoys the Colorado outdoors as well as volunteering with various elderly and children-focused charity organizations.