Broker Check
Courtney Tomlin, MBA

Courtney Tomlin, MBA

Chief Compliance Officer

Originally from Ann Arbor, Michigan, Courtney is a graduate of the University of Michigan with a Bachelor’s Degree in Economics and a Master’s Degree in Finance from Emory University. She is currently working on her Masters of Jurisprudence in Compliance and Risk Management at Loyola University Chicago and earning her IACCP (Investment Adviser Certified Compliance professional) credentials.

Courtney began her investment career with SEI Corporation in Wayne, Pennsylvania, in 1993 and worked in investment consulting with SEI and Watson Wyatt Worldwide before moving to investment management with Colony Capital Management in Atlanta, Georgia in 1998.

Courtney has three girls and they enjoy spending free time playing tennis, skiing and cooking together.

Quote to live by: “Plan to be spontaneous tomorrow.” – Steven Wright