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.
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.
Director, Innovation, Wealth Management
Director Investment Advisor and Financial Planning
MFS Investment Management
Assistant Vice President
Financial Services Digital Business Strategy and Innovation
Financial Services Technology Modernization and Transformation
M.A., Northeastern University
B.A., The University of Massachusetts at Amherst
Certificate in Advanced Financial Planning from Merrimack College
Certified Financial Planner professional
1Advisor facing technology and trends
2Client facing technology and trends
3Platform integration and consolidation issues
4Emerging technology trends