Gartner Expert

Darrin M Courtney

VP Analyst

Darrin Courtney is a VP Analyst, 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, inquiry calls and event participation. 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.

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

The Hartford

Director, Innovation, Wealth Management

AARP Financial

Director Investment Advisor and Financial Planning

MFS Investment Management

Assistant Vice President

Areas of coverage

Financial Services Digital Business Strategy and Innovation

Financial Services Technology Modernization and Transformation

Education

M.A., Northeastern University

B.A., The University of Massachusetts at Amherst

Certificate in Advanced Financial Planning from Merrimack College

Certified Financial Planner professional

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Top Issues That I Help Clients Address

1Advisor facing technology and trends

2Client facing technology and trends

3Platform integration and consolidation issues

4Emerging technology trends

5Digital transformation