Courtney BosiCourtney Bosi, CFP®AssociateClient Associate
About Courtney
Courtney Bosi is an Associate at J.P. Morgan Wealth Management.
As a member of The Gold-Henry Wealth Management Group, she provides implementation and reporting support to high-net-worth individuals and families, as well as corporate executives. Courtney's responsibilities include client reporting, executing trades and preparing financial plans. She works diligently to deliver an excellent customer experience. Courtney graduated from the University of Massachusetts Amherst in 2010 with a B.A. in Psychology and Education. She began her career in client relations with Mercedes-Benz in their corporate office. Courtney became interested in finance and made a career change in 2014, when she joined Morgan Stanley as a client associate. She then joined The Gold-Henry Wealth Management Group in 2015 and moved with the team to J.P. Morgan in 2018.
Courtney holds FINRA series 7, 66, and 3 securities licenses. She also holds a CERTIFIED FINANCIAL PLANNERTM (CFP ®) designation.
Courtney resides in Park Ridge, New Jersey, with her husband, daughter and son. In her free time, she enjoys spending time with her family, traveling and reading.
Insights
Outlook
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Outlook
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Outlook
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Retirement
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Wealth Planning
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Outlook
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May 17, 2024With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats.Read NowOutlook
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May 16, 2024As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.Read NowOutlook
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May 16, 2024The April 2024 CPI report shows inflation is moving in the right direction toward the Federal Reserve's 2% goal.Read NowRetirement
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May 16, 2024The survey gathered data from people aged 18–65 who currently have a retirement account in an effort to better understand how Asian and Pacific Islanders feel about their retirement plans and what barriers they may be facing.Read NowWealth Planning
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May 15, 2024A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowInvesting
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May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowOutlook
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