Daniel Courtney, C AI A,Cima®
About Daniel Courtney, C AI A,Cima®
Daniel Courtney is the Vice President at Brookfield Asset Management in New York, United States, holding CAIA and CIMA® designations.
Current Role at Brookfield Asset Management
Daniel Courtney currently holds the position of Vice President at Brookfield Asset Management in New York, United States. He started his tenure in October 2022 and serves as the Northeast RIA Regional Director at Brookfield | Oaktree Wealth Solutions. His role involves overseeing the regional investment advisory activities and providing strategic guidance within the asset management sphere.
Past Experience at Cadre
Before joining Brookfield Asset Management, Daniel worked at Cadre as the Regional Director of Sales for the East Coast. During his one-year tenure from 2021 to 2022, he was based in New York, New York, and focused on sales and client relationship management across the east coast region.
Positions Held at PIMCO
From 2019 to 2021, Daniel Courtney served as a Vice President - Account Manager at PIMCO in New York, New York. Over two years, he managed client accounts and offered tailored investment solutions, contributing to the company's asset management and advisory services.
Early Career at UBS Wealth Management
Daniel began his financial career at UBS Wealth Management, where he worked as a Senior Associate from 2007 to 2009. In this role, he supported senior advisors and played a key role in client account management, laying the foundation for his subsequent roles in the finance industry.
Educational Background
Daniel Courtney earned a Bachelor of Business Administration (BBA) in Finance from the University of Miami. His academic background in finance has been instrumental in his professional roles and achievements within the asset management and investment sectors.