TEAM

William M. Courtney

Senior Vice President
Chief Investment Officer, Core Equity

Expertise:

Manager of client equity portfolios, head of the Core Equity Investment Committee and member of the Asset Allocation Committee

Experience:

Joined FCI in 2000, managing equity portfolios and serving as lead analyst for the industrial and basic materials sectors.

Began his career in 1990 and has extensive experience in managing personal trust, employee benefit, endowment and investment management portfolios, and in financial planning for personal trust clients

Education:

BSBA, University of Missouri
Certificate in Financial Planning, College of Financial Planning in Denver

Contact Info:

816-329-1523
Bill.Courtney@fciadvisors.com