Analyst Profile

Darrin Courtney

Darrin Courtney

VP Analyst

8 years at Gartner ,  27 years industry experience
Boston, MA USA


Roles and Responsibilities

Darrin Courtney is a Principal Executive Advisor, Global Financial Services Industry (Analysis & Evaluation), Research & Advisory, specializing in wealth management. Mr. Courtney advises executives on their most pressing challenges, focusing on both business and technology initiatives, via strategy sessions and hosted networking events, including the Full Service Brokerage Executive Circle. His research advisory areas include tools that enhance advisor/client collaboration, including financial planning, portfolio management, client reporting, aggregation, digital tools and other wealth-related platforms.

Background

Previous Experience

Prior to joining Gartner, Mr. Courtney held positions at CEB, Scudder, Stevens & Clark, Columbia Asset Management, MFS Investment Management, AARP Financial and The Hartford. He is a frequent speaker at industry and company events and is often quoted in the financial trade press. He has more than 25 years of financial services experience in operations, client service, sales, product management and business development roles.

Professional Background

AARP Financial, Director Investment Advisor and Financial Planning, 5 years
MFS Investment Management, Assistant Vice President, 8 years
The Hartford, Director, Innovation, Wealth Management, 1 year

Education

B.A., The University of Massachusetts at Amherst
Certificate in Advanced Financial Planning from Merrimack College
Certified Financial Planner professional
M.A., Northeastern University

Languages

English

Call +1 855-515-4486 or contact us

to become a Gartner client.