As the president, Courtney will be responsible for overseeing the redevelopment and expansion of the firm’s portfolio management strategy.
Additionally, he will lead the efforts to support training and education of financial advisors about the benefits and characteristics of the investment solutions offered by Genworth Financial Assset Management on the Genworth Wealth Management platform.
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Courtney will report to Mike Abelson, the senior vice president of Genworth Financial Wealth Management’s investments and product development, and will work closely with Tim Knepp, the chief investment officer of Genworth Financial Asset Management.
Courtney is a veteran having more than 15 years of experience in sales and marketing with investment management and intermediary firms. He has worked at Resource America in Philadelphia for the past seven years, managing sales of sales of specialized products and oversaw product development, sales, service, business development and marketing.
Currently, Genworth Financial Wealth has US$20 billion of assets on its platform, provides independent financial advisors with investment management products and services.
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