Fairygodboss

No day is ever the same for Courtney McCarthy, a Market Executive  at Merrill and manager of 200 individuals across Coastal New  England. Romy sat down with Courtney to hear how she has found  purpose and fun in her role. Tune in to this episode to find out  Courtney's favorite app for self-cafe, plus tips on tackling personal  or difficult conversations at work.  

(Recorded on July 9, 2021) 


Courtney McCarthy is the Market Executive for the Coastal New  England Market, leading offices in Providence, RI, Mystic, CT,  Hingham, MA & Hyannis, MA. In partnership with local leaders,  Courtney works to connect Merrill Lynch and Bank of America’s  business lines to deliver integrated financial services to individuals,  families, and businesses. In addition to her role as Market Executive,  Courtney was named the Bank of America Market Integration  Executive for Rhode Island in June 2021, where she is responsible  for leading cross-business partnerships to champion business  integration and advance the company’s responsible growth strategy  in the local Rhode Island community. 

Courtney started her career at Merrill Lynch as the Associate  Market Manager for the Rockefeller Center Complex. The mission  of the office is to continually challenge advisors and teams to grow and  develop their business model in an effort to deepen client  relationships and provide a best in class service experience.  

Prior to joining Bank of America, Courtney was the Assistant Market  Head for the 200 Park Avenue Office of UBS. In this role, Courtney  was responsible for sales leadership, practice management and  business development. Prior to working in the field, Courtney was  the Strategic Analyst for the Investment Solutions Executive team,  and began her career at UBS in its flagship Graduate Talent Program  (GTP). 

Courtney earned her Bachelors in Business Administration from  Bucknell University and holds the Certified Private Wealth  Advisor® (CPWA®) designation. 

Originally from Princeton, NJ, Courtney currently lives in  Providence, RI with her husband, Matthew. Outside of work, she  enjoys running, cooking and in 2019, completed her third NYC  marathon. 


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