Courtney Kelly
Courtney is a Vice President at Robertson Stephens in the New York Office. She supports Avi Deutsch in providing an outstanding client experience. Courtney especially enjoys working with clients on complex financial planning initiatives and ensuring exceptional service delivery throughout the advisory relationship. Prior to joining Robertson Stephens, Courtney served as Director of Professional Services at Altera Digital Health, […]
New York – Deutsch
Our Offices New York, NY Contact US 810 7th AvenueSuite 615New York, NY 10019 (917) 477-4816 Areas of Expertise Fiduciary Wealth Management Comprehensive Financial Planning Entrepreneurs, Business Owners, and Tech Executives Thematic Social Impact Investing Environmental, Social, and Governance (ESG) Integration Let’s Talk "*" indicates required fields Name* First Last PhoneEmail* OrganizationSubjectYour MessageEmailThis field is […]