Courtney Martin joined MV Financial in 2010. As an investment analyst, her responsibilities include developing allocation models, evaluating assets selected for client portfolios, performing ongoing monitoring, and providing operational support.
In this role, Courtney conducts a detailed analysis of thousands of mutual funds, exchange traded funds, separate managed accounts, and other assets using proprietary quantitative models and qualitative judgment. She also assists in the research of new investment ideas and prepares recommendations for MV Financial’s investment committee, of which she is a member. In addition, she contributes to the firm’s marketing and public relations initiatives.
Courtney earned a B.A. in Economics with a minor in Accounting from the University of Maryland, College Park.