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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