Courtney Martin joined MV Financial in 2010. As a portfolio manager, her responsibilities include developing allocation models, evaluating assets selected for client portfolios, performing ongoing monitoring, and optimizing risk and tax strategy within client portfolios.
Using proprietary quantitative models and qualitative judgement, Courtney conducts detailed analysis on thousands of stocks, exchange traded funds, and other assets for inclusion in investment and asset strategies. As a core member of MV Financial’s investment committee, she is also responsible for preparing recommendations for the committee and researching new investment ideas.
Courtney earned a B.A. in Economics with a minor in Accounting from the University of Maryland, College Park and an MBA with a concentration in finance from University of Maryland’s Robert H. Smith School of Business.Back To Meet Our Team