Courtney Roberts
Assistant Vice President, Advisor TechnologyCourtney Roberts is an Assistant Vice President on the Advisor Technology team, focusing on making technology work better for advisors and teams across the firm. From managing the IT ticketing process and provisioning licenses to collaborating with vendors and handling a wide range of tech requests, Courtney thrives on jumping in wherever she’s needed. Whether it's improving workflows, supporting onboarding and offboarding, or creating helpful resources, she’s all about finding practical solutions that make everyone’s day a little easier.
Driven by a passion for efficiency and collaboration, Courtney aims to build solutions that make a real difference. Known for her positive energy and thoroughness, she’s the go-to person when systems need to run smoothly, or projects need to get done.
Courtney’s background in human services, earned through her bachelor’s degree from the University of Phoenix, gives her a unique perspective on anticipating the needs of others and building systems that are practical, efficient, and user-friendly.
Outside of work, Courtney is a proud wife, mom, and a book lover who’s always got a new read in progress.
Previous Experience
- Project Manager at Wealthspire Advisors
- Office Coordinator at Private Ocean Wealth Management
Education & Credentials
- BA, University of Phoenix, Human Services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
