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Gartner Expert
Darrin M Courtney
Managing Vice President
Darrin Courtney is a Managing Vice President, team manager for the global Financial Services Industry - Business and Technology Insights focusing on Insurance and Investment Services (Wealth and Asset Management). Analysts on the team address five key initiatives: (1) Financial Services Technology Modernization and Transformation (2) Financial Services Digital Business Strategy and Innovation (3) Financial Services Business Leadership and Strategy (4) Industry Product Planning and Strategy (5) Industry Markets and Technologies Global Financial Services Industry (Analysis & Evaluation)
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 nearly 30 years of financial services experience in operations, client service, advisory and planning, sales, product management and business development roles.
Professional background
The Hartford, Director, Innovation, Wealth Management, 1 years
AARP Financial, Director Investment Advisor and Financial Planning, 5 years
MFS Investment Management, Assistant Vice President, 8 years
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
Top Issues That I Help Clients Address
Advisor facing technology and trends in wealth mangement
Client facing technology and trends in wealth management
Platform integration and consolidation issues for wealth management
Emerging technology trends applied to wealth management
Digital transformation in wealth management