Courtney BosiCourtney Bosi, CFP®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 PLANNER® (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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now